Annuity Matters
So Does Your Retirement
A service that matters before and during retirement
Our Annuity Services
Choose just the services you need, or build an all-inclusive package with the Annuity Matters team
Budget Planning
Our comprehensive budget planning services help you allocate your funds more clearly and effectively.
Planning Services
When you need to make a case for your retirement, we'll help you tell your story powerfully and persuasively.
Secure Your Retirement
Don't leave the security of your retirement to chance. Let us identify any weak spots so your retirement stays safe.
How does a fixed index annuity work as a bond replacement or CD replacement
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Meet Our Team
Lally Wealth Management, LLC is a privately owned and operated fiduciary firm and insurance agency dedicated to financial management and protecting your wealth. We provide you with a tailored financial strategy to get your investments on track financially, and establishing a path for retirement income to correlate with your lifestyle.
Melanie Lally
Director of First Impressions
Melanie assists in seminar planning and in other areas of the firm. Melanie also works as a Pediatric Nursing Professor for CCRI. She has been a Pediatric nurse for over 30 years and a Pediatric Nurse Practitioner for over 25 years.
Michael Lally
Founder and President
The founder of Lally Wealth Management, Michael is dedicated to the financial wellness of each and every client who he meets with. Michael has been in the financial services industry for over 25 years, and his knowledge helps him understand stages of a client's financial need.
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