An introduction to the Galecki IFO

Galecki Team Helping A Client

At Galecki Financial Management, every personalized, fee-only client relationship starts with our flagship Initial Financial Overview (IFO). This is not your typical initial consultation where brokers slot you into their menu of products. Instead, the Galecki IFO provides our experienced team a clear, comprehensive 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 point. It’s the first important step in providing worry-free, fee-only wealth management to our clients. For more information on our Initial Financial Overview, visit the Our Services page.

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