Marion Financial Planner

If you’re looking for a financial planner in Marion, the team at Galecki Financial Management can help. Whether you are searching for financial planning in general, estate planning, or just money management, our personalized services can help address your needs.

There is a lot to do in Marion with so many restaurants, attractions and events, so let Galecki help you with management of your finances so that you will be able to enjoy Marion with no worries.

Galecki Financial Management specializes in comprehensive financial planning, including cash flow analysis, IRA rollovers, retirement planning and more. Any financial services and decisions can be handled by our experienced team and on a fee-only basis, too. This means that we do not earn commissions, so you are able to rest assured that we have your best interests in mind at all times.

Broad-Based Financial Planning in Marion

If you’re looking to get more involved in the events in Marion, or maybe you want to start visiting restaurants like Brooks Upper Crust Pizza or La Charreada more often, you might want to make sure all your finances are in order first. This is why the broad-based financial planning approach for Marion residents is perfect.

Marion Financial Planner - Galecki Financial ManagementUse Galecki’s approach to determine where you are financially, where you are going, and how you would like to get there. We will help you customize a personal plan, with goals that will not only be attainable, but simple to get started with too.

Let us provide you with the best plan to efficiently use your economic resources as you reduce income taxes, meet educational goals, or plan for retirement. With our help, your financial plan can truly benefit you.

Asset Management in Marion

A Marion certified financial planner will help you manage diversified portfolios using individual stocks and bonds. These financial products do not have sales charges or surrender charges, so you do not need to worry with paying extra fees. Since there are no commissions, you are able to rest assured that all of our recommendations are objective.

All personalized investment strategies are long-term and will encompass your entire situation. A disciplined screening process will be used to evaluate, select, and monitor all of your investments. Our research areas include:

  • Historical returns
  • Low risk relative to other investments
  • Low risk in reference to the market
  • Low expense ratios

For more information on assistance with asset management, click here.

Marion Wealth Management and Retirement Planning

Wealth management in Marion might seem difficult when you drive around to see places like the James Dean Birth Site Memorial or Payne’s Restaurant, but at Galecki, we are prepared for anything – we even have experience in retirement planning.

If you are looking for a financial advisor in Marion, then we will be able to help you with that. As you know, Galecki operates on a fee-only basis, which allows us to serve as a fiduciary for clients. Fiduciaries place client interests before their own, something we put in writing and in all agreements so you are sure that you are getting the best information for your retirement planning.

We provide you with these services:

  • Evaluate the performance of funds
  • Select and recommend available funds
  • Meet with the board of directors and trustees
  • Meet with employees
  • Review the chosen trustee
  • Answer any fiduciary questions

Sights and Attractions in Marion, IN

You have already read about a few of the possible restaurants or attractions available to you in Marion, but there are many number of places you are able to visit for a little bit of fun. As a part of Grant County, Marion is home to tons of amazing attractions, events and celebrities too. If you are looking for saddle shoes, classic cars, vintage bike, James Dean, or Garfield, you have come to the right place.

Just 90 minutes north of Indy, find places to stay like Haisley’s Hideaway B&B for a personalized visit. Check out The Chamber – Marion’s Chamber of Commerce’s website for a list of everything you are able to do and also to find more information on places to go. If it is of interest to you, you will also find the location of different businesses as well as communities that cater to the growth of the city.

There are many things to do in Marion, so if you have just moved there, or you are just looking for a financial planner, look no further than Galecki Financial Management.

Contact us today for more details on services that will help manage assets or help you deal with retirement. Look no further for a financial planner in Marion and instead, use your time to enjoy the city and your stay.