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 2020
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
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.
