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