Financial Planning: Peace of Mind for You & Your Loved Ones

Helping you protect your family is my priority. I'd be happy to help you find the best solution for your financial, income, estate planning and tax preparation needs.

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Will You Outlive Your Savings?

Have you heard the news? People are living longer than ever. Living longer means making sure your financial resources last as long as you do. Click on the picture above to learn about ensuring you have a paycheck for life.

Wealth Off Wall Street

It's time to try new strategies. Financial strategies that are independent of today's volatile market conditions. My clients do not need to beat the market, they are empowered to take the market. Click on the image above to learn how.

Just for Teachers

Teachers are special. That's why we have special plans to help teachers plan for their retirement, plus college savings plans & health insurance for their dependents. Click on the picture above for a retirement checkup!

Are you tired of watching your 401k rollercoaster?

Do the ups-and-downs of the market have your 401k flying away in the wind. Take control of your money...

Jorge Garcia, your Safe Money Guide

My 5 Promises To You

1) I won't waste your time by presenting you something that won't meet your needs. That is why I ask a few simple questions first.
2) I will find you the best plan for you by comparing alternatives with you so you can choose the right plan that meets your needs. For insurance, I’ll make sure you only get quotes from insurance companies you can depend on to be financially strong and that will be there for your family if they are needed.
3) I won't try to sell you something, but instead provide you with factual information to help you make an educated decision that benefits and protects you and your family.
4) I will treat you with respect and integrity, and I will keep the information you provide to me in a safe, secure format to protect your privacy. I will not sell, share or distribute your information to other agents or marketers.
5) If you decide to move forward with the plan(s) I present you with, I will make the process as simple and easy as possible. Your concerns are my concerns, and I do take my responsibilities seriously.

Call me. I'd be happy to help.

Jorge Garcia, Your Safe Money Guide & Insurance Broker and Agent
San Antonio, Lakehills, Bandera, Medina Lake, Texas Hill Country |