Fully Integrated Financial Planning Solutions
Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.
We focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.
Galleon Wealth Management
Fully Integrated Financial Planning Solutions
Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.
We follow strict guidelines when preparing something as important as your financial plan.
Our Financial Planning Process
Trust and Estate Planning
It’s never too early to begin thinking about your legacy or to design your estate plan. To start the process, we suggest setting up a family estate planning meeting to help improve smooth communication, prevent conflicts, and let your family know what’s important to you. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. An estate plan is an important part of any ongoing financial planning process.
Family Office Planning
Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.
Insurance Solutions
When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs. Flagship clients can access a broad range of insurance choices that are important for successful estate, retirement, and life planning.
Integrated Financial Planning
We develop financial plans for people who want to meet their financial needs today and plan for future goals. Each plan is uniquely tailored to your financial goals and objectives for college, retirement, estate, divorce, and business planning.
Investor Education Series | Enjoying your retirement, Investor Education, Podcast
January 7, 2023
Investor Education Series | Investor Education, Planning for your retirement
January 2, 2023
