We believe that comprehensive financial planning is essential in helping you plan for your best financial life. Financial planning goes beyond investment management to incorporate your goals and priorities, and helps ensure your resources match your financial aspirations. Financial planning is dynamic and requires constant updating, as your life and goals change. Our personalized approach to financial planning helps you determine your attitudes towards money, identifies your life goals, and aids in evaluating potential trade-offs to create a plan of action that will help put you on the road to success.
Financial Planning and Wealth Management go hand in hand and can be a timely and daunting task. We help you manage your wealth so that you can focus on the things in life that matter most to you. We assist with organizing and consolidating your assets, determining your risk tolerance, and help determine an appropriate asset allocation strategy. Our goal is to relieve you of the burden of managing your wealth, while ensuring you are comfortable with the level of risk within your portfolio.
* Garcia Wealth Management Group is not affiliated with Charles Schwab or TD Ameritrade, nor do they endorse our firm.
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 estate plans to help simplify, consolidate, and integrate every aspect of your financial future.
Organize, Consolidate, Integrate
- Asset allocation strategy
- Account aggregation Cash flow/Retirement Models
- Tax and Wills, Trusts, tax returns
- Insurance coverages and summary
- Estate plan
- Immediate access to all financial related matters in a single location.
- Current information
- Your accounts and assets are always current