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Each plan is uniquely tailored to your financial goals and objectives.
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. When you engage with us, we prepare a financial plan that focuses on the following:
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A good college plan is a road map that can guide you through school to college, advise you and what to do, and track your progress throughout the process. It begins by creating a plan that defines your educational needs.
Are you planning to help your children, grandchildren, or another child close to you with their education expenses? Or thinking of taking classes yourself? There are many options to help you achieve this goal. We suggest taking some time to think critically about the future costs, which include more than the cost of tuition.
Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Everyone dreams of a comfortable, secure, and meaningful retirement.
This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We can help you plan for an income stream that can cover both your essential and lifestyle expenses. Your financial adviser will also help you reduce vulnerability to the unexpected, and help you leave the legacy you desire.
It’s never too early to begin thinking about your legacy or to design your estate plan. Your legacy transcends money—it also encompasses your values. A plan is an important part of your ongoing financial goals. Designing a legacy that is consistent with your vision and values is a personal and complex process.
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.
Divorce can strain finances as well as emotions. But, with some preparation and financial planning during and after divorce, you can protect your financial interests, and take charge of your future. It’s safe to say that no one goes into a marriage expecting it to end. However, in the end, it all comes down to an equitable distribution of marital assets. We suggest you begin the planning process by preparing a manageable budget until your divorce is final.
Often the dreams of many, owning a business can be rewarding. However, managing your own business takes much more than hard work. You need a plan that addresses the needs of your business throughout every stage. For many people, owning their own business is a dream come true. But, managing your own business takes a lot more than hard work. You need a financial plan—one that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams.
As time goes on, and you achieve certain milestones, your financial life changes along with other aspects of your life. These changes affect both you and your family. That means your plan needs to change, too. Whether you’re getting married, having a baby, reaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. When your life changes, your financial life does too. We can help you prepare financially for major milestones—from beginning a new career to leaving a legacy for your grandchildren—with more confidence.