Private Clients & Multi-Generation Families
We have worked with many multi-generational families, military families, working professionals, and retired individuals throughout the years and we bring the benefits of that experience forward to you. We see their success and failures and draw upon that professional perspective while working for you and your generations.
Retirees & Pre-Retirees
Planning for retirement should be followed by feeling confident in that plan throughout your retirement years. At the Galbraith Coleman Group, not only will we help you prepare for a comfortable retirement, we will also ensure that it's efficiently funded by exploring all options available to you and maximizing the benefits of each. We'll be with you each step of the way to ensure you are still on track and we'll help you make adjustments when needed. Your retirement should be spent doing what you enjoy most, while also feeling confident that you've planned for the unexpected.
Women: Newly Single, Business Owners, Professionals
We have financial advisors who are women, ready to help other women.
If you’ve ever left the workforce to raise a family, cared for a sick or aging family member or suddenly found yourself single following a divorce or the death of a spouse, then you know how life can often bring unanticipated events and also greatly impact your financial health. Let us help you.
Small Business Owners
As a small business owner, you are likely juggling your own financial livelihood along with the responsibility of having employees. Saving and investing for your own retirement, offering a retirement plan to your employees, cash flow and cash management are all pieces of the pie we can help you plan for. Add all of this to the goals you have in your personal life and for your family, and it can be a lot to juggle. We understand the complexities of owning your own business and balancing that with your personal goals. Let us help you by taking you through our process and easing your mind.
Military & Veterans
Serving your country can come with a lot of questions on the financial front. You’ve had more moves and uncertainty than most people experience in their entire lives. Whether it’s determining the best way to save and invest for the future, spouses dealing with multiple careers after multiple moves, using your GI Bill benefits to fund a child's education, or a second career after the military we are here to help you. With firsthand experience living the military family life, Amy brings understanding and expertise to the table. Let us help you with a plan for the long-term that you can feel confident in.