Get Started
Together we will plant a seed to grow a personalized plan that is right for you.
Getting Started
A step by step process of what a new client or prospect can expect when getting started with Galloway Kucera Financial.
- Step 1: Schedule Your Complimentary Consultation
Schedule Your Complimentary Consultation
Please call our office at (979) 383-2505 and our team will find a convenient time for us to meet.
Review what to bring with you here.
- Step 2: Complimentary Consultation (1st Meeting)
Complimentary Consultation
- Introduction of Galloway Kucera Financial and the services we provide.
- Discuss your needs, wants, and wishes for retirement
- At what age do you want to retire?
- How much money do think you want to spend
per month in today’s dollars? - Evaluate existing assets and liabilities.
- Conduct a risk tolerance questionnaire.
- Answer your financial questions
- Step 3: Make a Plan (2nd Meeting)
Make a Plan
Our team will review your financial data, tax returns, risk tolerance and design a Retirement Plan that utilizes tailored investment strategies managed by John and Tom, our Financial Advisors.
We will prepare and populate all the necessary forms to facilitate a working relationship.
- Step 4: Cultivate a Lasting Relationship (Ongoing)
Cultivate a Lasting Relationship
Client satisfaction is of utmost importance to us. We welcome you to reach out to us anytime with a question, concern, or request.
We will agree upon the number of times we will meet in-person per year to review your Retirement Plan.
You will be invited to a variety of experiences that Galloway Kucera Financial hosts throughout the year.