Gallant Financial was established by Brian Hagen.  Following in his fathers’ footsteps, he serves his clients as an independent financial advisor by choice. We realize that everyone has a need for financial planning; however, every need is different due to your unique situation. We offer a vast range of investment vehicles and will tailor a plan specifically to your needs.

What Brian enjoys most about his career is that it reminds him of a very special time in his life when he was a missionary in Chile for two years before attending Texas A&M University.  This was a time to teach and serve his fellow man – what an education!  As a result of this service, Brian has gained a unique perspective of the world and sees the value every person holds.  This time in Chile also allowed Brian to become fluent in Spanish.

Brian began his career at a large investment firm in the retirement business. During this time, he realized that investing is not just about numbers, but more importantly is all about the people. This insight grew to a vision of what investing should be.  No matter the size of your nest egg or the stage of saving process you are in, we won’t turn away anyone seeking financial planning.  We believe that your advisor needs to comprehensively understand your needs and develop a strong personal relationship to obtain your utmost trust.

Our mission is to safely and consistently grow our clients’ wealth through a customized bucket solution system designed to mirror each client’s values, goals and objectives. With an uncompromising commitment to client service and simplicity, we provide honest advice based on extensive knowledge and experience. We dedicate ourselves to the financial education, success and peace of mind of every client. This world can be very fast paced and often confusing.  We do our best to keep life simple and not over-complicate our process.

We hope to have the opportunity to serve you and your family for many years to come.

Our Firm July 1, 2017