Wealth Solutions Unique to You
You have spent years designing a life unique to you, but now you find yourself at a crossroad. Perhaps you are facing the decision to retire, or perhaps you are ready to sell your business. Whatever your circumstances, you need more than a “one plan fits all” approach. You need someone with the expertise to manage the complexities of your wealth and provide a plan that helps you navigate the changes in your life.
At Galileo Planning Group, we provide highly customized counsel focused on our high-net-worth clients’ specific wealth management needs. We are unique in the industry as we do not tie our fee to assets under management (AUM). Rather, our use of fixed-fee retainers gives us the freedom to expand our focus beyond that of a traditional financial advisor and focus on your entire wealth picture.
Our comprehensive perspective means you will receive advice on all areas of your wealth, including cash flow, taxes, real estate, estate planning, and both traditional and non-traditional investments. We will work one to one with you to build personalized strategies that seamlessly merge together and help bridge your transition, enhance your wealth, and safeguard your financial security.