At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). What is our IFO, exactly, and why is it so important to our client relationships?
An introduction to the Galecki IFO
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About Us
Congrats to Kevin Chandler
Thanks to his longtime support and board leadership with CASS Housing, Galecki Owner / Principal Kevin Chandler earned a nomination for the 2022 David A. Bobilya Excellence in Nonprofit Leadership Award.
Ryan Waggoner earns professional designation
Our team is consistently committed to professional development and continuous learning – it’s a core part of the Galecki difference. In April, Client Relationship Liaison Ryan Waggoner became the 8th member of the Galecki team to earn Financial Paraplanner Qualified Professional (FPQP®) designation.
Elizabeth Tulloch earns FPQP designation
Staff Financial Planner Elizabeth Tulloch became the 7th member of the Galecki team to earn their Financial Paraplanner Qualified Professional (FPQP®) designation.
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VIDEO: Why We’re Grateful For Our Clients
Our team at Galecki Financial Management is incredibly grateful for our amazing clients! Watch this quick video in which we share why we love working with you.
Financial Sense: Q4 2024 Newsletter
As we turn toward the end of 2024, our team breaks down what you need to know about the financial markets through Q3.
Medicare Planning: Navigating Your Financial Future
By The Galecki Financial Management Team Medicare planning is a crucial component of the retirement journey. However, navigating the complexities of Medicare can be overwhelming, especially given the wide range of plans and options available. Understanding nuances and...
Refer a Friend or Family Member to Our Fee-Only Advisor Firm
By The Galecki Financial Management Team Our mission at Galecki Financial Management is to help people in Fort Wayne, Northeast Indiana, and across the nation pursue their financial goals. We provide personalized financial planning services as a Fee-Only advisor,...
Social Security Planning for Women: How to Optimize Payouts
By The Galecki Financial Management Team Understanding the intricacies of Social Security planning can be challenging, especially for women experiencing unique financial situations. Whether you’re single, divorced, or widowed, optimizing your retirement income...
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