A Few Words
About Our Office
More than Just Insurance; a Comprehensive Approach to Financial Security
At InsuranceKO, we provide personalized, strategic financial planning to help individuals, families, and business owners protect their assets, plan their legacy, and build a secure future. With a deep understanding of risk protection, estate planning, tax-efficient strategies, and wealth management, our approach ensures that every client has a tailored financial roadmap designed for long-term success.
With over 20 years of experience, Frank Garcia, LUTCF, CSA, RSSA®, leads our team with a commitment to integrity, trust, and strategic financial solutions. Unlike traditional advisory firms, we take a holistic approach to financial planning—helping clients with individual insurance needs, annuities, retirement strategies, business succession planning, and tax minimization techniques.
MISSION AND VISION
Faith, Stewardship, and Financial Clarity
At Frank Garcia Financial & Risk Advisors, we are called to be faithful stewards of the resources entrusted to us and to guide our clients with wisdom, integrity, and purpose. Inspired by Proverbs 3:9-10 – “Honor the Lord with your wealth, with the firstfruits of all your crops; then your barns will be filled to overflowing, and your vats will brim over with new wine.” – we believe that financial planning is not just about wealth accumulation but about responsible stewardship and securing a lasting legacy for future generations.
Our mission is to shine a light on financial uncertainty, helping individuals, families, and business owners make informed, purpose-driven decisions that lead to security, stability, and prosperity. Through holistic financial strategies, we provide risk protection, Social Security optimization, business succession planning, and retirement solutions—ensuring that every decision aligns with long-term goals and biblical principles of stewardship.
As stated in Matthew 25:21, “Well done, good and faithful servant! You have been faithful with a few things; I will put you in charge of many things.” Our commitment is to help our clients wisely manage their wealth, minimize financial risk, and prepare for the future in a way that honors their values and their faith.
At Frank Garcia Financial & Risk Advisors, we don’t just offer financial solutions—we provide guidance, clarity, and peace of mind, ensuring that every financial decision reflects sound stewardship and a legacy of faith-driven prosperity.
📞 Let’s Build Your Financial Future with Purpose. Schedule a consultation today.
Let’s Talk About Your Financial Future!
Schedule a consultation to see how we can help you go beyond insurance and create a long-term financial strategy tailored to your needs