BRIA Capital Group Mike Garcia AAMS

About BRIA Capital Group Mike Garcia AAMS

BRIA Capital Group - Mike Garcia, AAMS® offers a planning-first approach that helps households and business owners align decisions across saving, investing, insurance, and retirement. Clients start with a discovery process that clarifies goals, timelines, and comfort with market ups and downs. Recommendations can span Financial Planning integrated with retirement income strategies, education funding, and cash-flow organization. When investing, portfolios are constructed to match objectives, and Investment management is coordinated with tax awareness and risk controls to keep allocation on track as life changes. Guidance may also include life and health coverage reviews, variable annuities where appropriate, and ongoing Asset Management for rebalancing and monitoring. Families often ask how to coordinate accounts, protect dependents, and prepare for transitions such as selling a business or stepping back from work.