Retirement Planning
Everyone dreams of a comfortable, secure, and meaningful retirement.
Retirement Planning
Everyone dreams of a comfortable, secure, and meaningful retirement.

Are you and your money on the same page?

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 from the unexpected, and help you leave the legacy you desire.

Our Approach

We take a systematic approach to evaluating your specific situation. It begins with a conversation, and culminates in a comprehensive solution that is intentionally designed to match your lifestyle, financial goals and objectives, and tolerance for risk. Our approach is inline with standards recognized by the Chartered Financial Planning (CFP) organization.

Galleon Financial Planning Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1444


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Retirement Solutions

Our approach to retirement takes the stress out of planning. Learn how our retirement strategies and solutions have helped others live life on their terms.

Retirement Services

Our retirement services compliment our financial planning and solutions services. They are designed to help our clients prepare for retirement, create wealth, and …

Seeking Income

If you are seeking income from your investments, we can show you strategies and help you identify opportunities are present even in a low interest rate environment…

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and …

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.