Skip to content

Contact Us Financial Tips

Wealth Your Way

Wealth Your Way shares actionable insights on personal finance, from crushing debt and growing investments to planning for taxes, retirement, and your legacy. Discover expert strategies to build a secure, prosperous future tailored to you.

Personal Finance Tips

5 Money Habits That Instantly Level Up Your Financial Game (No Matter Where You Start) ��

A futuristic robot in a business suit stands in front of a digital stock market board, symbolizing the integration of artificial intelligence and financial expertise.

Personal Finance Tips

AI: Your Shortcut to Smarter Personal Finance

"Four stacks of coins, each topped with a growing tree, symbolizing financial growth and wealth-building over time. The background is a soft, blurred green, and the text reads 'Build Wealth Without a Budget."

Personal Finance TipsWealth Building

Build Wealth Without a Budget: A Simple 3-Step Plan

A young adult reviewing student loan paperwork with a calculator on a desk, symbolizing managing student loan debt and financial planning

Drowning in Student Loans? You’re Not Alone

Education Planning

What Every Parent Should Know About College Savings Plans (529s, prepaid plans, etc)

Personal loan borrowing is on the rise—$251 billion in 2024—but is it the right solution for you?

Personal Loans: A Risky Debt Trap

How to Raise Financially Responsible Kids: Simple Habits for Every Age

Own Your Money, Own Your Life

Drowning in Debt? 5 Simple Tips to Take Back Control

Previous page 1 Next page

Latest Weekly Market Updates

Weekly Market Update – April 22, 2025
Weekly Market Update – April 15, 2025

Galvez Financial LLC

email us: azul@galvezfinancial.com

(941) 415- 6979

Privacy Policy

Firm Brochure (Form ADV Part 2A)

Brochure Supplement (Form ADV Part 2B)

Client Relationship Summary (Form CRS)