One-to-One, Fiduciary Relationships
We do things differently at Galileo Planning Group, because everything we do is for the benefit of you, the client. From your financial and investment plans to the one-to-one relationship with your advisor, you receive planning and service customized for you.
Alongside that customization is a fiduciary obligation to act in your best interests. We have structured our firm and our fees to eliminate conflicts of interest. As a fee-only financial advisor, we do not receive commissions. Nor do we get paid for managing your assets, as many investment managers do. Instead, you pay a fixed-fee retainer for the financial and investment planning we do for you. This frees us to advise on all areas of your wealth, not just your investment portfolio.
Finally, because we believe informed clients are in the best position to optimize their wealth, we emphasize education. We want you to know why we make the recommendations that we do. By understanding your options, you can make knowledgeable decisions about your future.