
When your life changes, your financial plan must also change
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.
Planning for every stage of life
An advisor will take a look at your specific financial needs, including your current situation and your goals for the future. Together, you’ll work to create a financial plan that addresses your immediate needs and your future dreams.
Life-changing events
- Inheritance
- New baby
- Marriage
- Divorce
- Home buying
- Loss of spouse
- Job loss
- Job transition
- Home downsizing
Your financial goals
- College education
- Business ownership
- Investment planning
- Estate planning
- Insurance
- Long-term health care
- Charitable giving
Galleon Financial Planning Services
800-832-8514Ext — 1444Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
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Wealth Management
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