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Are you asking yourself…
Hi, I’m Brandon Galici, a Certified Financial Planner (CFP®) and Enrolled Agent (EA). I’m passionate about helping high earning business owners and professionals build wealth, save on taxes, and live more fulfilled lives. At Galici Financial, we believe your financial plan should give you confidence about your future while also making it easier to enjoy life right now.
Ready to take the next step? Let’s chat!
Your financial life should feel clear, confident, and connected to what matters most to you. That’s why your plan begins with your values, goals, and how money has shaped your unique journey, not just the numbers.
Here, you get streamlined guidance with planning, investment management, and tax strategy all under one roof. This saves you time, reduces complexity, and helps you make better decisions faster. Unlike most firms, you benefit from ongoing support and proactive monitoring each month to help you stay on track, so you never have to wonder if you could be doing more.
You get collaborative advice tailored to your unique situation, not generic templates. For higher-earning business owners and professionals, this means having an expert in your corner who makes financial decisions simpler, keeps your progress visible, and helps your future stay intentional.
Your experience begins with a process designed to give you actionable steps and peace of mind from the very start.
Book your free 15-minute phone call to share your goals, get answers to your questions, and see if we’re a mutual fit for a deeper planning conversation.
Easily and securely fill out your information in our exclusive client portal Elements. This helps you feel organized and gives us the big picture to build a strong foundation for your plan.
Meet for a no-pressure, 1-hour Zoom strategy session. We’ll dive into your top financial priorities, discuss your values, and map out initial recommendations based on what matters most to you. This gives you a no-commitment “free trial” of real financial planning.
You’ll also receive an easy-to-understand one-page plan that highlights your most important next steps, so you leave with clear direction and confidence.
Ready to take action? We’ll begin implementing your plan together. You’ll also receive monthly touchpoints, quarterly progress reports, and ongoing support to help you stay focused on what matters most.
Unlike most firms that only check in once or twice a year, you get monthly touchpoints, prompt answers to your questions, and the peace of mind knowing that your financial professional is just a message or call away.
Receive strategies built to reduce your taxes over the lifetime of your wealth, from guidance on business entity election and S-Corp optimization to retirement account selection and charitable giving. Each decision is focused on helping you keep more of what you earn.
We go beyond cookie-cutter portfolios with proactive, data-driven strategies that focus on protecting your money, lowering risk, and helping you build your wealth. You’ll spend less time worrying about the market and more time enjoying your life.
How are you doing financially? What actionable steps can you take to feel more confident and secure with your money?
We answer these questions and more. By exploring together why money is important to you and understanding your current financial situation, you then receive tailored actionable insights to accomplish your desires so you feel more organized and in control of your financial life on an ongoing basis.
Receive invitation-only access to the user-friendly Elements® Financial Monitoring app that helps you access ongoing financial advice where you receive quarterly progress reports to ensure you are heading in the right direction.
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I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most: YOU.
Before we get into the nitty-gritty details of all of the numbers that are important to planning, I want to learn more about you. What matters most to you? How fulfilled are you in your everyday life? What are you most passionate about? What does living a joyful life look like to you? Once we have our foundation on what maximizing your life today while planning for the future looks like, we then dive deeper into the financial planning process. At that point, I’ll learn more about your unique situation and recommend strategies and solutions to help you develop a personal financial plan and take action.
