Galaria Capital Management begins each client interaction with an in-depth analysis of his financial situation, objectives and goals.  We then combine one’s situation, objectives and goals with his risk tolerance to create a unique financial plan.  Plans are reviewed, implemented and actively monitored and managed.  Annual client reviews help our clients make changes to their plans if goals, objectives and/or risk tolerance change.
Small Business Retirement Plans
  • Design, Implementation & Management
  • 401(k)
  • Solo 401(k)s
  • SEP IRAs
  • Defined Contribution Plans & More

Retirement Plans
  • 401(k) Rollover IRAs
  • Solo 401(k)s
  • Traditional IRAs
  • Roth IRAs
Education Planning
  • UTMA & UGMA Accounts
  • Coverdell IRAs
  • 529 Plans
  • College Education Plans
  • Annuities
  • Whole Life
  • Term Life
  • Disability
  • Long-Term Care (LTC)
  • Hybrid Insurance

Investment Planning
  • Investment Accounts
  • Trust Accounts
  • Tax-Saving Strategies
  • Risk Management
  • Debt Elimination Strategies
  • Active Portfolio Management
  • Asset Allocation Analysis

Galaria Capital Management Services