GARCIA FINANCIAL SERVICES

Our core values are: (1) Family. We are deeply committed to family values, helping to create and protect the foundation for your quality of life. (2) Respect. We show respect by understanding each family has its own strengths, experiences and vision for what tomorrow may bring. (3) Trust. Trust is sacred and must be earned. (4) Optimism. We choose to look at the world in a positive light and have faith that the future will be bright, but we also plan for any eventuality. (5) Diligence. Every promise made will be fulfilled, because it matters... Financial planning provides the roadmap to achieving your family's goals with clear recommendations, steps and directions on how to get there. We provide specifics depending on your objectives, and may include cash flow, risk management, estate and legacy, retirement income and much more... With our partners, we provide ongoing portfolio design, management and ongoing review designed to provide results. Once we've established and implemented..

Primary location: Wisconsin Rapids United States