Garcia Wealth Advisory Group
At Garcia Wealth Advisory Group, we understand that effective wealth planning begins with a strong relationship. We put our clients first and practice the golden rule daily treating others the way we’d like to be treated. As your dedicated financial advisors, we focus on building trust and tailoring our approach to help work towards your unique goals and challenges. Our commitment to the Colorado Springs community drives us to create personalized strategies that reflect your values and aspirations.
The Client Experience
Here’s how we work together to help enhance your financial experience:
Getting to Know You
- Assessing your financial landscape
- Uncovering your aspirations and core values
- Identifying any concerns or obstacles
Crafting Your Wealth Management Plan
- Understanding family dynamics
- Developing a customized financial strategy
- Managing assets and liabilities
- Navigating retirement plans and benefits
- Planning for income, insurance, and legacy
Strategy Session
- Discussing personalized wealth management strategies
- Tailoring your action plan and portfolio
Review and Refine
- Reassessing your financial picture
- Addressing evolving concerns and challenges
Implementation
- Establishing new investment accounts
- Facilitating account transfers
Ongoing Follow-Up
- Reviewing progress in-person
- Analyzing investment statements
- Setting up and reviewing online access
- Creating a communication plan for regular updates
Stifel Wealth Strategist Report®
Comprehensive Wealth Planning, Customized to Your Needs
Not only can we help you plan for the retirement you envision, but can help you address the full scope of your financial planning needs.