Keith Galicia Launches Prime Portfolio Planning: A Beacon of Financial Excellence
A new brand focused on comprehensive financial planning aims to deliver results.
United States, 4th Jan 2024, King NewsWire – Keith Galicia, a financial planner with decades of experience, recently announced the launch of his new brand, Prime Portfolio Planning. Prime Portfolio Planning offers comprehensive financial planning services in six areas: cash flow management, investment planning, retirement planning, tax management, risk management, and estate planning. The enthusiasm surrounding the launch is high.
“Our mission is to help clients make better informed financial decisions that help them achieve their goals,” commented Galicia. “At Prime Portfolio Planning, we understand that true financial success encompasses not only wealth accumulation but also strategic wealth management, gro...