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, which means we always—and only—prioritize the needs of our clients.
Even though life can be wildly unpredictable, planning for the future with the assistance of a professional financial advisor verifies that your finances are optimized to reduce the effects of unpredictable events.
Could someone you know gain from a partnership like this?
The Power of Referrals
A thriving financial advising practice like ours depends heavily on referrals. Referrals bring in qualified prospects who are likely to become devoted, long-term clients. They not only increase our firm’s client roster but also act as a strong testament to the caliber of services we offer.
When a happy customer refers our firm to their friends and family, it shows a level of confidence and trust that can be essential for bringing in new business. Referrals help us to reach a wider audience, establish connections with like-minded people, and continue providing excellent financial guidance.
Additionally, referrals often allow us to build deeper client connections. When referred by a friend or family member, clients are more likely to experience a sense of loyalty and connection to the firm. This can develop enduring relationships and open doors for future business expansion and recommendations.
The Importance of Personalized Financial Management
Even if you’re doing well and feel that your finances are steady, it’s still wise to consult a professional Fee-Only advisor who can provide a personalized financial management plan.
At Galecki Financial Management, it’s our responsibility to support you in making informed financial plan decisions that align with your specific situation. Whether your life’s circumstances have changed recently, you’re concerned about retirement challenges, you’re preparing your finances for upcoming college costs, or you just have financial questions, you can always rely on us.
That’s why we’d like to kindly remind you that in addition to you, we’re available for your friends and family. We hold our clients in the highest regard and are incredibly grateful for the chance to help the significant others in your life. We gladly welcome the opportunity to meet and get to know new clients who need our services.
We think working with a reputable professional who can design a financial plan specifically for you and provide goal-oriented guidance is a smart way to pursue your financial goals.
Refer a Friend or Family Member Now
We enjoy working with clients just like you and would love to help even more. Do you know someone who could gain from partnering with a Fee-Only advisor as they pursue their financial objectives?
Have your referral set up a meeting with us by calling (260) 436-8525 or emailing [email protected]. We’d be happy to get them started with a no-obligation conversation about their financial goals.
About Galecki Financial Management
At Galecki Financial Management, we help individuals and families confidently pursue their financial goals. We’re anything but a business-as-usual wealth management firm. We’re different. Friendly. Casual. And really good listeners. Indeed, that’s a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning, and advising. We help you identify your short- and long-term goals, and then we work together to pursue them. Lastly, and most importantly, we’re Fee-Only, meaning we’re only compensated for our time. Our only incentive is to help you succeed.
