Broker Check

Rudy Garcia

804-323-3032 ext 101

Our Services

We are committed to serving you and your families.  We want to help Design, Grow and Protect your personal economies.  We do this by providing service in the following areas:

 





Our Services

Financial Planning

Cash Flow & Budgeting

Retirement Planning

Retirement Income Planning

Risk Management & Insurance

Family Services

Social Security Planning


Goal Setting


Cash Flow Analysis


Retirement Goal Setting


Review of Income Sources


Review of Existing Policies


College Savings Planning


Social Security Analysis


Needs Analysis


Expenses & Budgeting


Needs Analysis


401(k) Management


Life Insurance Needs


529 College Savings Plans


Disability


Cash Flow and Budgeting


Debt Management


Retirement Plan Creation


Portfolio Review & Analysis


Long Term Care Insurance


Roth IRAs for Children

Spouse & Survivor Benefits

Investment Management

Planned Purchases

Estate Planning & Philanthropy

Inheritance Planning

Disability Insurance

Gifting

Couple Coordination


Retirement Planning


Energency Savings


Debt Management


Cash Flow Projections


Health Insurance


Elderly Planning

Special Needs Coordination

Risk Management & Insurance


Mortgage Review


Legacy Planning


Real Estate Investments

Homeowner's & Renters Insurance


Legacy Planning


Filing Strategies


Legacy Planning


Lines of Credit


Health Care Management


Reverse Mortgages


Liability Coverage

Divorce & Widowhood Services


Medicare Planning



You may click here to download a copy of our Service Matrix.