Philip C. Gallant, CLTC

Philip C. Gallant, CLTC, is a financial services professional and business owner based in Worcester, Massachusetts. He is the Owner of The Optimus Group, LLC, a position he has held since October 2007.1 Additionally, he serves as the President of Optimus Wealth Management Group, Inc.1

Professional Background

Gallant has extensive experience in the financial services industry, particularly in retirement planning, business succession, and long-term care insurance. His career highlights include:

• The Optimus Group, LLC: Founded in 2007, this is Gallant's own firm where he specializes in retirement, business succession, and long-term care planning.1

• New York Long-Term Care Brokers, Ltd: Served as Executive Vice President from 1997 to 2007, focusing on broker recruiting, marketing, and training for various insurance products.1

• New York Life Insurance Company: Worked as Long-Term Care National Marketing Director and Group Vice President from 1992 to 1997.1

• John Hancock: Held the position of General Director from 1988 to 1992, where he was instrumental in developing long-term care insurance distribution strategies.1

Expertise and Achievements

Gallant is known for his expertise in:

• Retirement planning
• Business succession planning
• Long-term care insurance
• Financial services

He has also authored a business book titled "Get Me to Zero".1

Personal Life

Philip Gallant values his personal life and family relationships. He is married and enjoys spending time with his wife, Michelle. He is also a father, stepfather, and grandfather.1 Gallant maintains an active lifestyle, enjoying long walks in his neighborhood and focusing on his health through regular vitamin supplementation.1

Philip C. Gallant's LinkedIn profile reflects his commitment to his profession and his clients, emphasizing his goal to ensure his clients are well-prepared for retirement with realistic, written plans.1