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Frequently asked questions
What kinds of financial planning does Galileo Group handle?
We work with individuals and business owners in the Tampa area on comprehensive financial strategy, including retirement planning, investment management, and estate coordination. Our advisors help you understand your options and build a plan that fits your situation.
Do you work with clients outside of Florida?
We're based in Tampa and primarily serve the local market, but we're happy to discuss your situation during a call to see if we're a good fit. Reach out through this site and we'll connect during business hours.
How long does it typically take to get started?
Initial consultations usually happen within a few business days of your request, and we can often move forward quickly once you've decided to work together. The timeline depends on what you need—some clients start with a single review, while others build out a full plan over a few weeks.
What happens when we first meet?
We'll listen to what's on your mind, ask questions about your financial life, and explain how we work and what we can help with. There's no pressure—this is really about understanding whether we're the right partner for you.
Does Galileo Group charge flat fees or a percentage of assets?
Our pricing structure depends on the services you need and your specific situation. When you contact us, we'll walk you through our approach and make sure you understand what to expect before you commit to anything.
Can you help if my finances are pretty complicated?
Yes—we regularly work with clients who have multiple income streams, business interests, or family considerations that need careful coordination. Our team has the experience to help you organize those pieces into a workable strategy.