Garcia Wealth Management Group Services

Financial Planning

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

A time-tested, four-step process enables Rob Garcia to develop a unique 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. Our partnership with LPL Finacial, the nation's largest independent broker/dealer* ensures unbiased financial planning and advice, as we do not favor a particular brand. 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, and integrate your finances:

  • 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

Benefits to Garcia Wealth Management Group clients:

  • 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

Click here to take the Wealth Management Demo and see how we can help simplify your asset management.



Retirement Planning

A dedicated family man and community leader, Rob Garcia understands the importance of a well-planned retirement. Whether you’re climbing the ladder, nearing retirement, or already retired, we can work with you to maximize your retirement assets and ensure the future you envision. Since 1997, Rob Garcia has guided generations of select clients to a successful path leading to financial independence. Our firm has a unique approach for developing a personalized plan that is customized to each individual client's goals and objectives.

The right business retirement plan is critical and Rob Garcia methodically hand-selects and evalutes each client's portfolio. Whether it’s a SIMPLE/SEP IRA; 401 (k); or Profit Sharing–we will craft a personalized plan with one-to-one guidance that will put you on the path to a successful future.

 


* Based on total revenues, as reported in Financial Planning magazine, June 1996-2012