Bringing your Financial Goals to Life

Financial security and success are some things many of us strive to achieve in our lives. You have many pieces of the puzzle scattered on the table, but don't always know what the top of the puzzle box looks like. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. We can help you identify your goals and dreams in order to develop a plan that addresses these needs and gets you started on the path to your financial goals.

 

 

 

Your Goals

We work with you to help you identify your goals and dreams in order to develop a plan that addresses these and gets you started on the right path. Some of your goals might include things like:

  • Planning for your retirement, which could mean retiring earlier.
  • Saving for your child’s education.
  • Preparing for the possibility of long-term care needs.
  • Creating a financial safety net.

 

Our Services

We have partnered our practice with Northwestern Mutual, which is a FORTUNE 500 company that provides a wide range of financial services to 4.6 million people. This means you will have access to proven products with a history of quality performance! Below are services that our practice can provide you to help you reach your goals.

 


Who We Are

Garcia Wealth Management is a firm with Northwestern Mutual providing comprehensive planning, investment, and insurance services to individuals and businesses across a variety of industries. Our top priority at Garcia Wealth Management is to empower you to make financial decisions no matter what life throws your way. We will work with you, your family or your business to identify your short, mid, and long-term financial goals and create a plan to help you achieve those.

Learn more about Gilberto and our team

Our Mission

To help our clients take action towards achieving their financial goals. Life is busy, we want to get off the treadmill of life to make sure we hold each other accountable in order to do so.

Our Values

  • Accountability
  • Transparency
  • Integrity
 

Awards & Recognitions

Best of Faulkner County 2019

Best of Faulkner County 2019

Best of Faulkner County 2020

Best of Faulkner County 2020

MDRT

MDRT

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.