What Our Clients
Say About us
Frank provided a very clear path, and precise advice regarding social security payments. He is a subject matter expert in Social Security. I would highly recommend him to anyone in need of guidance for social security.
Anna Smith
Frank did an evaluation for me and I was pleasantly surprised of the outcomes. This is something you don’t think about until you’re close to using it. I’m glad I spoke to Frank well before and can now remove that worry from my mind.
I’m certain that I will revisit it all with Frank periodically to make sure everything is the same or if there are any changes how they might affect me.
Eric Bell
Darren Veracruz
Frank is very personable and thorough in everything he does. He’s caring and very responsive. I recommend his services to anyone who needs help with Social Security questions.
Lisa Dian Ravenaugh-Quinn
Frank Garcia is a good man. He will make it simple and easy for you to understand what can be an overwhelming process for many. He’s honest, caring, compassionate, and truly wants what’s best for you. With his guidance as a financial professional, you can confidently navigate the challenges regarding Social Security knowing you’re in good hands.
Jeff Markell
I heard you talk about your RSSA designation in the Yorba Linda Chamber. You have provided me with alot of information about insurance not only for myself but for my company as well. I thank you for your service.
Garrett Anthony
Clients We've Helped




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We are committed to helping individuals, families, and business owners secure, protect, and grow their wealth with expert financial planning and risk management solutions. Whether you have questions about Social Security optimization, retirement planning, business succession, or risk protection, we’re here to provide personalized guidance tailored to your needs.