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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.

Does That Sound Like a Plan?

Schedule a Time To Talk

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