GCM Services

Investment Planning and Comprehensive Consulting Services

What We Offer

Our team gives you access to a multitude of services that fit your needs. We provide premier solutions, including the following:

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Investment Planning

  • Investment Account
  • Trust Account
  • Tax-Saving Strategy Development
  • Risk Management
  • Debt Elimination Strategy Development
  • Active Portfolio Management
  • Asset Allocation Analysis

Small Business Retirement Plans

  • Design, Implementation, and Management
  • 401(k)
  • Solo 401(k)
  • Simplified Employee Pension Individual Retirement Account (SEP-IRA)
  • Savings Incentive Match Plan for Employees Individual Retirement Account (SIMPLE IRA)
  • Defined Contribution Planning

Insurance

  • Annuities
  • Whole Life
  • Term Life
  • Disability
  • Long-Term Care (LTC)
  • Hybrid Insurance
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Education Planning

  • UTMA and UGMA Accounts
  • Coverdell IRA
  • 529 Planning
  • College Education Planning

Retirement Plans

  • 401(k) Rollover IRA
  • Solo 401(k)
  • Traditional IRA
  • Roth IRA

Our Process

Galaria Capital Management begins each client interaction with an in-depth analysis of his financial situation, objectives, and goals. We leverage the information we receive from you and assess your risk tolerance to create a unique financial plan.

Each of our plans is analyzed, implemented, and actively monitored and managed by a registered investment advisor. An annual client review helps our clients make changes to their plans if goals, objectives and/or risk tolerance change. To learn more about our services, reach out to us.

Contact Us
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