Financial Planning

Fueled by fresh ideas and backed by LPL Financial and Charles Schwab’s abundant resources, Garcia Wealth Management Group offers independent financial planning services focused on guiding our clients toward their long-term goals.

A time-tested, four-step process enables Garcia Wealth Management Group to develop a comprehensive financial plan for you, custom-tailored to fit your life today and tomorrow. Regardless of a client’s life situation, our independence from Wall Street ensures your best interests are always our top priority.

Independent research and the latest cutting-edge technology provides our firm with unbiased investment strategies with utmost choice and flexibility–all in a conflict-free environment.

At Garcia Wealth Management Group, our process and business model allows us to create genuine partnerships with our clients built on trust and understanding.

Wealth Management

Garcia Wealth Management Group gives you the ability to organize and consolidate your assets, creating a single platform for seamless management. Your assets, private documents, financial and estate plans, and your retirement and cash flow models are all accessible in one centralized and secure location.

Our firm can help you manage your wealth so you can put your attention towards your priorities–like your business, personal life, and family. Let us review and organize your assets, asset allocation strategy, insurance, and financial and estate plans to help simplify, consolidate, and integrate every aspect of your financial future.

Organize, Consolidate, Integrate

  • Financial goals/plans
  • Balance sheet/Net Worth statements
  • Asset allocation strategy
  • Account aggregation Cash flow/Retirement Models
  • Tax and Wills, Trusts, tax returns
  • Insurance coverages and summary
  • Estate plan

Client Benefits

  • Immediate access to all financial related matters in a single location
  • Current information
  • Your accounts and assets are always current
  • Your balance sheets are updated daily
  • Analysis

Business/Employer Retirement Plans

Garcia Wealth Management Group provides advisory consulting services to over 60 employer sponsored 401(k)s, 403(b)s and other retirement plans. We pride ourselves in offering extremely high service levels and experience to our clients and their employees. Effectively working with employer sponsored retirement plans requires very specialized knowledge, and our firm’s advisors and staff remain dedicated to pursuing and maintaining the highest levels of competency in the retirement plan industry.

Our comprehensive services include:

  • Co-fiduciary support to assist with in the employer’s legal responsibilities
  • Ongoing plan compliance support
  • Assistance with investment lineup selection and monitoring
  • Ongoing scrutiny of vendor costs, including renegotiation of fees and new vendor searches and implementation
  • Group education meetings for employees
  • One-on-one consultations with employees
  • Independent, unbiased advice
  • No cost, no obligation consultations available to prospective clients

 

This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.

PROUDLY SERVING

 
 

SEE A CASE STUDY FOR HOW WE REDUCED PLAN COSTS >

Your wealth is unique.

Our Investment Philosophy >