Worry-Free Wealth Management

At Galecki Financial Management, we help individuals and families achieve their financial goals. We provide our personalized financial planning services on a Fee-Only basis, which means we are always – and only – looking out for your best interests.

Helping you navigate through your financial life

We work with you through all of life’s phases, guiding you along the way so you can focus on what matters most to you. We help take the worry out of your financial future.

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Integrity

We’re a Fee-Only firm, which means we act as fiduciaries at all times. We never accept commissions or kick-backs. Your financial goals always come first.

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Experience

Our highly experienced team is uniquely diversified and multi-generational, meaning we have a Financial Planner working with you wherever you are on your financial journey.

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Peace of mind

All our Financial Planners are Certified Financial Planners, and we are committed to continuing our education to ensure we remain on the cutting edge of financial planning techniques.

Ready to take the worry out of managing your wealth?

Put the Galecki team to work for you.

Interested in learning more about our Fee-Only approach, extensive experience and comprehensive service offerings? Click below to schedule a meeting or send us a message.

 

our services

Our services are a reflection of the extensive experience and expertise of our team – and the result of a process that we believe is ideal for helping clients reach their financial goals. As always, and most importantly, these services are tailored to meet your specific needs.

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Initial Financial Overview

Our Initial Financial Overview (IFO) is an extensive in-depth review of your current financial situation, which includes projections for your future. 

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Wealth Management

Our process for determining where you are, where you’re going, and how best to get you there.

Latest Insights

An introduction to the Galecki IFO

At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). The IFO provides a snap-shot of the client’s overall financial picture and is a direct reflection of the hard work the client has put into their financial plan up to that...

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