If you’re looking for a financial planner in Wabash, IN, look no further than Galecki Financial Management. At Galecki, you will find help with our comprehensive financial planning offering, where we will help manage your assets, organize your investment, and help you plan your your financial future.
Galecki offers a comprehensive list of services meant to help clients reach all financial goals. We go through every step of our process with a plan tailored to you and your specific needs.
Our specialized services include:
- Broad based financial planning
- Cash flow analysis
- IRA rollovers
- Money management
- Estate planning
- Retirement planning
Don’t worry about commissions! Our services are provided on a fee-only basis. This means that we don’t earn commissions and aren’t trying to simply sell you something; our only goal is to help you succeed with our personalized, fee-only approach.
Broad-Based Financial Planning for Wabash Residents
Financial planning is the process of determining where you are, where you’re going, and how you’d like to get there. We will customize a plan that will fit your personal situation, goals, and objectives. Your Wabash certified financial planner will provide you with a financial plan that will help you with many areas, including income and estate taxes.
Asset Management for Wabash Families
If you’re looking for a financial advisor in Wabash, look no further than the Galeck team. Even asset management can be made simple with the diversified portfolio allocations we will create for you. Personalized investment strategies are meant to work long-term while encompassing your entire financial situation.
Additionally, research will be focused on:
- Historical returns
- Low risk relative to other investments
- Low risk compared to the market
- Low expense ratios
All of this research will be used to monitor your investments and manage your portfolio. You will not be left in the dark; there will be regularly scheduled meetings to share strategies and review your entire portfolio.
At Galecki, we take a customer-centric approach to guidance with asset management for Wabash families.
Retirement Planning for Wabash Residents
There’s a lot to think about when it comes to your retirement, but your retirement plan isn’t one of them thanks to our Wabash retirement planners. Since our financial planners in Wabash are fee-only, we are able to serve as a fiduciary for clients at all times. Your needs and interests are always first, since Galecki does not directly manage the assets of the plan; however, we do perform many services for your convenience, including:
- Evaluation of performance of funds
- Fund selection
- Response to any fiduciary questions
Let Us Do What We Do Best, and You Can Enjoy the Great City of Wabash!
There are so many things to do in Wabash, from the Wabash County Historical Museum to Eagles Theater. Wealth management in Wabash won’t only help you with your retirement and growth of your assets, but will help you plan for an enjoyable future in Wabash.
Known as a stellar community by the people who live there, Wabash is a wonderful place to live. For more information on what you will find in Wabash, check out the official city page or Grow Wabash County for information about the community.
There is a lot you are able to do in Wabash, IN and even more that you can do with Galecki to assist you. Contact us for assistance with several types of financial planning – from asset management to retirement plans instead of trying to do all the work yourself. With a financial planner in Wabash, you will be able to spend more time enjoying the city and less time worrying about your financial future.