A good estate plan must satisfy many criteria. It must take care of providers during their lifetimes and offer a distribution strategy that will allocate assets quickly and efficiently to beneficiaries. It must be easy and economical to administer – and must take income, gift, and estate taxes into account. It must also pay special attention to the unique issues facing clients with large IRA or Qualified Plan balances.
At 3G Wealth Management, we know that life can change in an instant. We are always here for our clients to develop plans and to help implement them from one generation to the next. Our goal is to work with you to establish a solid foundation for meeting your financial needs. With our guidance and support, you can be confident that your family will be well prepared for the future.
Our goal is to help you find the financial freedom to pursue your interests, so you can enjoy the retirement lifestyle you want.
We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan that you will need to follow in order to give yourself the best chance for success so you can continue to live life the way you want to live.
Gary Garcia is a CERTIFIED FINANCIAL PLANNER™. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Communication is key to our investment management approach. We want you to be fully informed about the implementation of your personalized investment strategy. As an independent firm, 3G Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. An investment strategy is built based on your family’s needs and priorities. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment approach.
3G Wealth Management’s commitment is to earn your trust and confidence by being objective and independent, offering the highest-quality financial management and advice.
We work hard to provide solutions for each client and their unique situation. Our goal is to explain what your options are in a way that is easily understandable, before your plan is implemented. Once we determine the appropriate solutions, we’ll help you take the necessary steps to implement your plan.
Our service to you continues into future years through scheduled reviews, where your plan is monitored and maintained by making any changes or updates as necessary. At 3G Wealth Management, we can assist you with Life, Disability and Long Term Care Insurance Planning.