An introduction to the Galecki IFO

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...

Congrats to Kevin Chandler

Outside of his role as Senior Financial Planner and Owner / Principal at Galecki, Kevin Chandler has served as a longtime volunteer and board member at CASS Housing, which creates and maintains customizable, affordable, sustainable, and safe living arrangements for...

The importance of an estate plan

“The survey results showed that the main factor impeding people from securing their financial legacy is the notion that estate planning should be done in the future rather than now.”  Seventy percent of participants in a new survey from Wealth, an estate planning...

Ryan Waggoner earns professional designation

April 7, 2022—Ryan Waggoner, Client Relationship Liaison for Galecki Financial Management, earned his Financial Paraplanner Qualified Professional (FPQP®) designation.  Waggoner earned FPQP® designation after successful completion of the intensive Foundations in...

Elizabeth Tulloch earns FPQP designation

February 17, 2022—Elizabeth Tulloch, a Staff Financial Planner for Galecki Financial Management, has recently earned Financial Paraplanner Qualified Professional (FPQP®) designation.  Tulloch earned FPQP® designation after successful completion of the intensive...