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Rudy Garcia

804-323-3032 ext 101

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup Acres of Diamonds
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Design

  • We listen to identify your dreams and goals
  • We gather, organize and analyze your financial information
  • We make recommendations based upon your needs
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Grow

  • We agree upon clear objectives and risk expectations
  • We monitor your investments and track the progress
  • We refine and revise along the way
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Protect

  • We offer investment strategies with downside protection for unpredictable markets
  • We offer insurance solutions which are an important foundation to all financial plans
  • We assist you with creating a legacy for future generations
  • We help protect your family from life’s unexpected challenges
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Investing for Humans

Wealthsimple is a pioneer in the robo-advisory field.  Launched in 2014, they now account for over 75% of Canada's online advisor space and recently launched in the US and UK.

Wealthsimple prioritizes user-friendly design and paperless onboarding for clients of all ages.They've been widely covered by Canada's Business News NetworkThe Globe and Mail and CBCamong others as the one to watch in this space. 

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Today's Plan

As a business owner or employer who offers your employees a retirement plan, you have a BIG problem! The Department of Labor has passed some new rules that are going to alter the way you do business vis-a-vis your fiduciary responsibilities to the plan. With these rules, all the providers on your retirement plan are going to have to explain in plain English what fees you are paying and what services they are providing for those fees.

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Tomorrow's Retirement

As experienced financial services professionals, we are uniquely positioned to work closely with your organization.  We pride ourselves on learning about our clients' business and we work to provide the right plan options for each business.  We are passionate about making sure plan sponsors and participants receive the same level of service that larger plans receive.  To learn more about Global View Capital Advisors.

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60 Seconds with Rudy Garcia

Investors who understand that the economy moves through periods of recovery and recession may have a better perspective on the overall cycle. During recovery, understanding whether the economy is at an early or late stage of the cycle may influence certain investment decisions. Conversely, during a recession, deciphering whether the economy is passing through a shallow or deep cycle also may influence certain decisions.

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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