Financial planning and wealth guidance for Tampa-area individuals and families
About
Galileo Group, Inc.
Galileo Group, Inc. works with individuals, families, and small business owners in the Tampa area who want a clearer picture of their financial situation. The team focuses on planning and review work — helping clients understand where they stand, what their options are, and how different decisions might affect them over time. That can mean walking through retirement planning, reviewing insurance coverage, or coordinating the financial pieces that come with running a small business. The goal is to make sure clients have accurate information before they make important decisions.
The team at Galileo Group approaches each client relationship as an ongoing conversation rather than a one-time transaction. They take time to explain their reasoning in plain language, and they follow up when circumstances change. Working out of Tampa means they are familiar with the local economy and the kinds of financial questions that come up for people in this region. Clients can reach the office through this site, and someone on the team will respond during normal business hours.
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Financial Planning Review
We'll examine your current financial picture and help you build a plan that works for your life in Tampa and beyond. Whether you're thinking about retirement, education funding, or major purchases, we walk through the options with you.
Investment Portfolio Guidance
Our team reviews how your money is currently invested and discusses whether your approach matches where you want to be. We focus on understanding your situation first, then exploring what adjustments might make sense.
Retirement Income Planning
Planning for retirement involves more than just saving—it's about knowing how to use what you've built. We help you think through Social Security timing, income sources, and tax considerations specific to your circumstances.
Insurance Needs Assessment
Life changes, and your insurance should reflect that. We review what you have in place and help you understand whether your coverage aligns with your family's needs and financial goals.