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.