Lisa Vinson

Galecki Financial Management

At Galecki Financial Management, we help individuals and families achieve their financial goals. We're anything but a business-as-usual wealth management firm. We're different. Friendly. Casual. And really good listeners. Indeed, that's a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising. We help you identify your short- and long-term goals, and then we work together to achieve them. Lastly, and most importantly, we're fee-only, meaning we're only compensated for our time. Our only incentive is to help you succeed.