Edward Jones-Financial Advisor: Nathan Galliart

Edward Jones-Financial Advisor: Nathan Galliart /*********/
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No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
06/02/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/3Q0leAN

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial n...
06/01/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
05/27/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
05/19/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4tFERvP

05/18/2026

⚠️ Illinois Estate Tax Alert

Illinois taxes estates over $4M — and there’s no portability for married couples.
Without planning, your estate could face taxes up to 16%.

Don’t leave this to chance.

👉 Schedule a quick 15-minute conversation with me today to see if you’re exposed — and what you can do about it.

630-313-4444
[email protected]

05/13/2026

Within 5–10 years of retirement?

You’ve worked hard—now let’s make sure retirement is done right.
I’m offering a complimentary discovery meeting to help you:
✅ Confirm you’re on track
✅ Reduce taxes in retirement
✅ Build a reliable income plan

📩 Message me “RETIRE READY” or comment below to schedule a complimentary session.

Let’s turn your plan into confidence.

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other profes...
05/12/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/4uJPHlx

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
05/07/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4tiaefX

05/07/2026

Changing jobs? Don’t forget about your 401(k).

When you move to a new role, you usually have more than one option for your old 401(k)—and the choice you make can impact taxes, fees, and long‑term growth.

Before leaving it behind or making a quick decision, it’s worth understanding your rollover options and how they fit into your bigger financial picture.

📩 Message me if you want to talk through your choices and make an informed move.

05/06/2026

Business owners wear a lot of hats — but your retirement plan shouldn’t be on autopilot.

Your 401(k) or business retirement plan is more than a benefit; it’s a powerful tool for attracting talent, managing taxes, and building long-term wealth for you and your employees.

Regular reviews of your plan can uncover opportunities to improve plan design, reduce costs, and ensure it still aligns with your business goals.

Reach out to schedule a brief plan review to see if your retirement strategy still supports your business goals.

[email protected]
630-313-4444

Address

2631 Williamsburg Avenue, Ste 302
Geneva, IL
60134

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+16303134444

Website

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