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Receive Your FREE Personalized Financial Assessment

ARE YOU UNCERTAIN ABOUT YOUR FINANCIAL PROGRESS?

Join the many professionals and entrepreneurs who have gained clarity and direction in their finances with our personalized assessment. 

 

Take control of your financial future by discovering the next steps to grow your wealth. Click the button below to get started with your free financial assessment.

DOWNLOAD THE APP

How does it work?

  • Access the invitation-only Elements® financial monitoring app.

    Click this link to download for free.

  • Complete your profile.

    Answer a series of straightforward questions to generate your personalized financial scorecard.

  • Get your in-depth financial assessment video.

    Receive a 3-5 minute tailored video highlighting your financial strengths and areas for improvement.

  • That's it!

    If you’re interested in exploring further, we’d be happy to discuss how we can work together to achieve your financial goals. There’s no pressure or obligation – even if you decide not to proceed, you’ll still walk away with valuable insights and confidence in your financial journey.

     

    Are You Ready to Unlock Your Financial Potential?

Start My Free Financial Assessment

P.S. If you have any questions, please email brandon.galici@galicifinancial.com

© 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/

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