Galiano Wealth Management Group



135 Hwy 3161
Cut Off, LA 70345





Wealth Planning Overview

Wealth planning forms the foundation of the services we offer to individuals and families seeking to build, protect and manage wealth over time. Retirement planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive strategy designed to help you pursue multiple financial and lifestyle goals.

We believe that without a strategy in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why our approach to wealth planning seeks to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Learn new ways to minimize taxes, increase savings and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety

Our planning process begins with a review of your goals and objectives to help determine if you are on track and may incorporate these and other important discussion items:

  • Cash Flow Analysis
  • Savings & Emergency Funds
  • Debt Management
  • Retirement Accumulation
  • 401(k)/IRA Services
  • Retirement Income Planning
  • Education Planning
  • Tax-efficient Investment Strategies
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Giving
  • Business Planning