Galecki Financial Management is celebrating its 30th anniversary this year. To celebrate three decades in the financial industry, the Galecki financial team have decided to offer our Initial Financial Overviews (IFO) for $300 for 2020.
For those unfamiliar with the IFO, it is a two-hour review of a client’s current financial position. It is particularly helpful for those who have been in business for many years and entrepreneurs in their first year of a start-up. The IFO is designed to give the client an overview of their current financial situation and includes projections.
According to Galecki Financial Management, the IFO covers many areas, including retirement cash flow analysis, education funding and planning, tax planning, insurance analysis, estate planning, and investment allocation and planning. The Galecki team will take on the needs of each client and their preferences.
What’s even better is that the IFO will also come with reports outlining projections and a letter discussing the assumptions and results. Usually, their fee for an IFO is $775, but if a client makes use of one of Galecki’s asset management services within six months of the IFO, the IFO fee is reimbursed to the client on their first asset management invoice.
Galecki Financial Management caters to a range of clients, and they have an excellent team of financial experts who specialize in many areas of financial planning, such as IRA rollovers, money management, and financial goal advice. Galecki emphasizes that they are a fee-only financial management company. If this interests you, then you should give the Galecki team a call today and schedule an appointment.
The Galecki team works for several communities and cities around the globe such as Fort Wayne, Warsaw, Kendallville, LaGrange, Ligonier, Huntington, North Manchester, Wabash, Decatur, Bluffton, Berne, and many more.
Galecki takes pride in how they cater to each client, and that they are far from just a business investment firm. This becomes evident the moment you get in touch with the team or walk into their offices for your first appointment. A friendly workforce will greet you and all your needs will be taken into account.
In addition to the anniversary offer for the IFO, Galecki can help you with other financial matters. It has been reported that the Galecki team excels at communicating with their clients. Customers agree that from the time you call to schedule an appointment, you will speak to a real person, not a robot or message minder asking you to email or go online. Galecki’s personal touch, such as returning your phone call within eight business hours, has made many clients happy over the past thirty years. During in-person appointments, they even make sure to reduce the time it takes to get results so you can start your next project without delay.
Make the most of Galecki’s Initial Financial Overview anniversary offer for only $300 this 2020 and schedule an appointment with the team to discuss one of their many financial services. Whether it is financial planning, retirement planning or even estate planning, the team takes care of each client. You can call them today at (260) 436-8525 to schedule an appointment for an IFO, or you can email the team any queries at [email protected]
We should probably start by letting you know that we’re anything but a business-as-usual investment firm. At Galecki, we’re different. You’ll notice it when you first walk in. We’re friendly. We’re casual. And most importantly, we listen.
Contact Galecki Financial Management7743 W Jefferson Blvd