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At Galecki, financial planning is the process of determining where you are, where you’re going, and how best to get there. We use sophisticated and complex software to customize a plan to fit your personal situation, goals and objectives. We gather data, we perform in-depth analysis, we quantify your goals and needs, and as the picture comes into focus, we plot out the most effective and efficient use of your economic resources. The result is a financial plan that is designed to help you:

  • Reduce income taxes
  • Meet education goals
  • Plan for retirement needs
  • Increase cash flow
  • Use insurance premium dollars more effectively
  • Better utilize employee benefits
  • Reduce estate taxes