An introduction to the Galecki IFO

Galecki Team Helping A Client

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 point. It’s the first important step in providing worry-free wealth management to our clients. For more information on our Initial Financial Overview, visit our Who We Are page.

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