Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes.
Galici explained that “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. If retirement is a few years out and you would like clarity on what it will take to live the life that you want—whether that is spending more time with family, traveling, or serving more at the charity you are passionate about—we can work together to answer your important questions. We will also discuss tax-efficient methods for distributing your assets in retirement and build strategies for your social security benefits and healthcare options.”
Listen to the interview on the Business Innovators Radio Network
About Brandon Galici
Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.
Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.
Learn More: https://www.galicifinancial.com/
Video Link: https://www.youtube.com/embed/TosCO0bebS4The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial is a licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.