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Find a financial planner in Warsaw, Indiana with our help. It can be difficult to get all your finances in line, especially if you’re trying to invest your money or plan for retirement later. If you live in Warsaw though, there’s no reason to worry. We understand your daily struggles, which is why we’re here to help with our experienced team of specialists.

 

Consult your Warsaw certified financial planner for money management help, estate planning, retirement planning, cash flow analysis, and much more. 

Our professional financial advice will get you started off on the right foot.

 

Customized Warsaw Financial Planning

Thanks to our broad-based financial planning approach for Warsaw residents, you’ll be able to get a plan customized exactly for you. This is because at Galecki, we’re ready to determine where you are, where you want to be, and the best pathway to get there. We’ll use our software to customize a plan that will fit your situation, goals, and needs, and as we learn more, we’ll customize our plan to be the most effective possible. Whether you’re investing or just managing your current situation, we’ve have several services you can use to:

  • Reduce your income taxes
  • Meet your educational goals if you’re pursuing higher education
  • Plan for your retirement needs
  • Increase your overall cash flow for the future
  • Use your insurance premium dollars effectively
  • Utilize your employee benefits
  • Reduce your estate taxes

Broad-based financial planning like this will allow you to tackle any problem in your way. With our fee-only policy that only charges you for our time and services, rather than with commissions, we don’t work for anyone but you. All we want is for you to succeed.

 

Plan for Retirement in Warsaw

You already know that we’re a fee-only company at Galecki, which means that we can serve as a fiduciary for clients at all times. We have your interests in mind before ours at all times, and are prepared to assist.

When you look for a Warsaw retirement planner, rest assured that we’re committed to your security during your golden years. We work with companies of all sizes to help with fiduciary services, but we don’t manage the assets of the plan. Instead, we take a look at:

  • The performance of the funds used by the participants
  • The funds that should be made available
  • The plan’s chosen trustee

Of course, we’re also prepared to meet with the board of directors or trustees to review our recommendations, and to meet with employees for enrollment and portfolio reviews. If there are still any fiduciary questions, rely on us for your financial management in Warsaw. You’ll have so much more time to spend on yourself, that you’ll be able to visit the city parks, and even the Rotary Club of Warsaw or the Center Lake Park. 

 

Business Investments in Warsaw

Warsaw is known as the “Orthopedic Capital of the World,” since it’s home to the first orthopedic device manufacturer. Orthopedics aren’t the only thing to look out for though, since Warsaw is so centrally located between metropolitan areas, offering amenities characteristic to a larger city while maintaining a small-town charm. 

Check out the farmer’s market here, or consider learning more about the work in orthopedics here. Living is affordable and businesses are always in operation, so come to Galecki for wealth management expertise in Warsaw. With services like cash flow analysis, we’ll be able to figure out exactly how you can plan for your business’ success.

 

Warsaw Asset Management

Here at Galecki, we make use of our skills in designing and managing diversified portfolios to provide you with objective recommendations and asset management. Assistance with asset management for Warsaw families has never been easier as our personalized investment strategies account for long term financial horizons. We use a rigorous screening process to select and monitor the most appropriate investments, researching areas like:

  • Historical returns
  • Low risk relative to other investments
  • Low risk compared to the market
  • Low expense ratios

Meet with us regularly so we can keep you included in the process. You’ll be able to review your portfolio with us to understand the return on all of your individual investments.

 

Working with Us

If you’re looking for a financial planner in Warsaw, we are waiting for your call. Everything we do is based on what we hear from you. Remember: we’re not just investing funds, but helping you identify your short and long-term goals and the strategies you’ll need in order to reach them. We like to work collaboratively so you’ll never feel left out in the cold.

Don’t leave your money in the hands of a stranger. Contact us to work with an experienced financial planner prepared to assist you with your goals and current situation. From estate planning to managing assets, we have your best interest at heart. Let’s sit down and have a conversation. We’re ready to listen.