Receive invitation-only access to the user-friendly Elements® Financial Monitoring app that helps us deliver ongoing advice where you receive quarterly progress reports to ensure you are heading in the right direction.
I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most: YOU.
Before we get into the nitty-gritty details of all of the numbers that are important to planning, I want to learn more about you. What matters most to you? How fulfilled are you in your everyday life? What are you most passionate about? What does living a joyful life look like to you? Once we have our foundation on what maximizing your life today while planning for the future looks like, we then dive deeper into the financial planning process. At that point, I'll learn more about your unique situation and recommend strategies and solutions to help you develop a personal financial plan and take action.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial is a financial coaching firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.
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