Galecki Financial Management Inc. (GFM) is a Fee-Only Registered Investment Advisor. We offer three primary services to our clients: Asset Management, Financial Planning and Retirement Plan Fiduciary Services.
GFM offers comprehensive confidential planning for individuals, pension and profit sharing plans, estates, trusts, charitable organizations and small businesses. Our advisors will help clients meet their financial goals and objectives.
GFM will identify actions to improve asset growth and financial stability. Our planning includes: determination of financial objectives, identification of financial issues, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning.
We utilize investments that do not have sales charges, surrender costs or commission payments. The savvy consumer is willing to pay a fee for objective and proficient financial advice. We believe these fees are invariably far less than the commissions paid to a broker.
We do not sell financial products, insurance, annuities, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. We are not affiliated with entities that sell financial products or securities. Galecki Financial Management does not accept any type of finder fees or commissions.
We are proud to be on the leading edge of this change from commission driven services to Fee-Only Financial Planning.