Will, Living Will, Durable Power of Attorney, Health Surrogate/Directive

Achieving Your Wishes With Essential Legal Documents

Having the right legal documents in place ensures your wishes are honored and your loved ones are protected in times of uncertainty. From wills and living wills to durable power of attorney and health surrogates, these tools provide clarity and peace of mind for you and your family. At Mike Garcia Financial, we help you create and implement these essential documents to safeguard your future.

A Plan That Provides Comfort and Peace of Mind

Life is unpredictable, but with the right legal documents, you can ensure your wishes are carried out and your loved ones are cared for. Whether it’s designating someone to make financial or medical decisions on your behalf, or outlining how your assets should be distributed, we’ll help you create a plan that provides stability and security for your family.

Understanding Your Needs

We start by understanding your business, your goals, and your constraints. No pressure, just honest discussion.

Exploring Your Options

From wills and living wills to durable power of attorney and health directives, we’ll guide you through the available options and their benefits.

Seamless Implementation

We’ll coordinate with legal professionals to ensure your documents are properly drafted, executed, and aligned with your wishes.

Ongoing Support

As your life changes, we’ll help you update your documents to ensure they remain relevant and effective.

How It Works

1

Book Consultation

As your life changes, we’ll help you update your documents to ensure they remain relevant and effective.

2

Customized Plan

We’ll create a strategy that includes wills, living wills, durable power of attorney, and health directives tailored to your situation.

3

We Do The Rest

From coordinating with legal professionals to finalizing the documents, we’ll handle the details so you can focus on what matters most.

Having the right legal documents in place is essential for protecting your wishes and providing peace of mind for your loved ones. At Mike Garcia Financial, we’re here to help you create a plan that ensures your future is secure and your family is cared for.

Let’s Talk About Your Goals

Schedule your free, no-obligation call with a fiduciary who puts your future first.

Connect With A Financial Planner You Can Trust...

It’s fast, it’s simple, and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.

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