Why Financial Education Matters

Whether you're planning for retirement, saving for a child's education or simply looking to manage your day-to-day expenses more effectively, our financial education resources are here to guide you every step of the way.

Financial education empowers you to:

Make informed decisions. Knowledge is power. By understanding financial concepts, you can make better choices about saving, investing and spending.

Attain your financial goals. Whether it's buying a home, funding education or planning for retirement, financial education can help you set and reach your goals.

Reduce financial stress. With a solid understanding of your finances, you can navigate economic uncertainties with confidence and direction.

Build wealth. Learn how to grow your wealth through informed investment strategies and effective money management.

Protect your future. Proper financial planning helps ensure that you and your loved ones are protected against unexpected financial challenges.

Educational resources

To support your financial education journey, we offer a variety of resources, including:

Videos: Engaging and informative videos to help you understand complex financial concepts
Brochures: Easy-to-read guides on various financial topics
Tools: Practical templates to help you budget, plan and track your finances

Videos

Discover our library of videos designed to simplify financial education. From budgeting basics to individual product information, our educational videos can provide the knowledge you need to help reach your financial goals with confidence. Check back often for new videos.

Brochures

Explore our collection of informative brochures, crafted to guide you through various aspects of financial planning. Whether you're just starting out or looking to refine your strategy, these tools offer practical tips and valuable insights.

Tools

Discover our curated collection of educational resources that can help you budget and plan for your retirement. These tools are designed to empower you with the knowledge and skills needed to help your financial planning journey.

Disclosure

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC ("GFA"), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of Arthur J. Gallagher & Co. or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS.

Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.