Galean Financial LLC
Galean Financial LLC, based in Houston, TX, is committed to helping individuals grow, protect, and preserve their wealth through a holistic approach to financial planning. Led by Jennifer Kim, a CERTIFIED FINANCIAL PLANNER, the firm emphasizes education and personalized strategies to assist clients in achieving their unique life goals.
The company utilizes a structured Bucket System to guide clients in managing their retirement strategies by categorizing funds for essential living expenses, lifestyle choices, and emergency needs. In addition to investment management, Galean Financial offers comprehensive services including insurance planning and retirement strategy development, focusing on both wealth accumulation and preservation.
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