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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Wealth Management
The importance of an estate plan
A national survey showed a concerning lack of estate planning among families earning $100K or more. Galecki is one of the few wealth management firms in northeast Indiana with extensive estate-planning expertise on staff.
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