We won’t sell you on wealth planning strategies that you don’t need. Instead, we will learn about your situation and goals in-depth and craft financial and investment recommendations that help you achieve your objectives. Your individual strategies will work together as a comprehensive whole and may include retirement planning, tax planning, estate planning, and investments, both traditional and non-traditional.
Estate Taxes
Tax Services
Ramon has been with Galileo Planning Group since its founding in 2006 and is one of the firm’s principals, advising current and retired corporate executives across the country on a broad array of financial concerns, including executive compensation, investment, cash, and tax management, and legacy planning. Prior to his career in personal finance, he worked as a financial and investment analyst at George Washington University, where he helped to guide the investment strategy of the University’s endowment and also provided analytical support across all areas of financial management.
Alongside that customization is a fiduciary obligation to act in your best interests. We have structured our firm and our fees to eliminate conflicts of interest. As a fee-only financial advisor, we do not receive commissions. Nor do we get paid for managing your assets, as many investment managers do. Instead, you pay a fixed-fee retainer for the financial and investment planning we do for you. This frees us to advise on all areas of your wealth, not just your investment portfolio.
Wealth Management
At Galileo Planning Group Inc., we provide highly customized counsel focused on our high-net-worth clients’ specific wealth management needs. We are unique in the industry as we do not tie our fee to assets under management (AUM). Rather, our use of fixed-fee retainers gives us the freedom to expand our focus beyond that of a traditional financial advisor and focus on your entire wealth picture.
If you would like to see how strategic financial planning can help you take control of your future, please contact us.
Retirement Planning
We calculate what accumulation of investment assets is necessary to allow you to retire at your desired spending level, given your life expectancy. In short, we give you a definite target.
Asset Management
Key to our services is the formulation of a long-term strategy that sets the stage for investment success. Taking into account your unique situation and goals, we develop long-term asset allocation targets that reflect reasonable expectations for future returns, standard deviations, and cross correlations among asset classes. Although these targets are intended to remain constant over relatively long periods of time (e.g., at least five years), earlier adjustments can make sense if...