Private Financial Planning & Consulting
We provide answers to your most important financial questions and create an actionable financial plan for you. Your situation is proactively monitored on an ongoing basis and you receive timely personalized insights and quarterly progress reports via email and through your Elements® app. You have full access to ask questions when they arise and meet to discuss changes.
One on One Strategy Meetings
We meet together in person or through Zoom to answer your important financial questions. We review your Elements® scorecard and collaboratively discuss next steps based on your unique situation. We also ensure that our recommendations align with your Statement of Financial Purpose.
Monthly Reports and Proactive Insights
Receive monthly reports based on the 12 areas of financial planning. We also proactively reach out with insights to adjust your plan (or to congratulate you when you reach personal financial milestones!)
This area is often overlooked in financial planning but can be very impactful. We discuss creative tax solutions and collaborate with your tax professional to develop a tax-efficient plan both today and over the lifetime of your wealth.
Strategic Investment Management
Our AMP Absolute Return (AMP AR) portfolios are separately managed accounts comprised of multiple strategies. The primary goal when constructing these portfolios is to protect investment capital as much as possible, especially in uncertain market environments. The low correlation between strategies may reduce the correlation with mainstream financial markets over a full market cycle.*
Work Optional (Retirement)
We have collaborative conversations to determine strategies to guide you towards becoming work optional. "Retirement" looks different for everyone, but it's important that we live a fulfilled life in the present while we build our financial freedom.
We want to ensure that your financial life is protected. We review and analyze your existing insurance needs and coverages and explore where we may need to fill in gaps with your life insurance, disability insurance, and long term care insurance.
Estate Planning & Trust Management
We want to ensure that your assets are protected and are effectively transferred to your beneficiaries according to your wishes while minimizing taxes.
Qualified Business Retirement Plans
Do you offer yourself and your team a retirement plan? Not only could you potentially attract and retain employees, but also benefit personally from tax savings as well.
Full private financial planning and optional strategic investment management. Pricing is dependent on the complexity of your financial situation.
For young professionals making up to $200,000 per year
Investment fee +
For young professionals making more than $200,000 per year
Investment fee +
For entrepreneurs generating more than $250,000 revenue per year
Investment fee +
© 2023 Galici Financial
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.
*quote from https://www.portfoliomedics.com/about/