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  • HENRYs (High Earners, Not Rich Yet)

    You're out of school now and making progress in your career. You’re probably paying off debt and contributing towards your company’s 401k plan, but now what should you do?

     

    ➤ How much should I be saving vs spending?

    ➤ What's the best way to save for a down payment on a home?

    ➤ Can I afford that car I've been eyeing recently?

    ➤ Am I investing in the right things for me?

     

    Get answers to your pressing financial questions and feel confident in the direction your financial life is heading. 

  • Entrepreneurs

    As you've grown your business, things have undoubtedly become more complex. You may have questions like:

     

     

    ➤ Am I taking advantage of the tax breaks available to me?

    ➤ How does the equity in my business align with my future goals?

    ➤ How do I plan for my fluctuating income?

    ➤ Am I doing alright financially, both personally and in my business?

     

    We'll talk about what's most important to you and individualize your next steps so that you can be fulfilled in both your personal and entrepreneurial life. 

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© 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.

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