YOUR PARTNER IN FINANCIAL PLANNING & RISK PROTECTION
With over 20 years of experience, our dedicated team—led by Frank Garcia, LUTCF, CSA, RSSA®-delivers personalized, strategic financial planning that empowers you to protect your assets, plan your legacy, and build a secure future.
WHAT WE DO
Insurance Solutions
Our personalized coverage and top-tier partnerships ensure your family gets the protection it truly needs.
Business Planning
We craft smart exit strategies and tax-efficient plans to secure your legacy and your family’s future.
Financial Planning
With 60% fearing they’ll outlive retirement savings, we build custom plans to grow wealth, reduce risk, and secure lasting financial peace of mind.
Social Security
96% miss out on full Social Security benefits — our certified experts deliver personalized strategies to help you claim every dollar you deserve.
Protect Your Future. Preserve Your Legacy. Maximize Every Dollar.
Our team delivers tailored insurance solutions, strategic retirement planning, and expert succession guidance — all designed to protect your wealth and provide lasting security for your family. Whether it’s choosing the right coverage, preparing for retirement, or planning a business transition, we help you navigate each step with clarity and confidence. Every decision you make today shapes tomorrow — and we’re here to ensure it’s the right one.
Insurance Solutions
Business Planning
WHAT OUR CLIENTS SAY
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 S
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 B
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
Jeff M
Financial Planning
Financial planning helps you take control of your future by aligning your money with your goals. It reduces uncertainty, prepares you for life’s unexpected turns, and ensures you’re building lasting wealth with purpose. From everyday budgeting to long-term retirement and legacy strategies, a solid financial plan gives you clarity, confidence, and peace of mind.
Business Planning
Business planning provides a clear roadmap for growth, stability, and long-term success. It helps you set goals, manage risks, optimize operations, and make informed decisions at every stage. Whether you’re starting, scaling, or preparing to exit, a strong business plan ensures you’re building a resilient company with purpose, direction, and lasting value.
Let’s Build Your Future Together
Whether you’re protecting your family, planning for retirement, or preparing your business for the next chapter, we’re here to guide you every step of the way. With personalized strategies and expert insight, we turn uncertainty into clarity and goals into results. Let’s partner up and create a plan that gives you confidence today — and security for tomorrow.
A FEW OF OUR CLIENTS
