Testimonials
Empowering Financial Futures, One Client at a Time
Discover how Mike Garcia has helped individuals and families achieve their financial goals through personalized strategies and expert guidance.
See the Impact in Action
Watch these stories of success and hear directly from clients who have partnered with Mike Garcia to help plan for their financial futures.
Frank and Vicky
Retired 14 years ago, this couple initially managed their finances independently. Now since partnering with Mike, they’ve seen impressive results as he strategically optimized their accounts for better financial outcomes.
Taylor
He initially managed his finances alone but realized he needed structure and a clear plan. With Mike’s guidance, he now feels confident and consults Mike on every financial decision.
Peggy
Mike has expertly tailored his services to meet her specific needs, providing exceptional financial management and support. She is grateful for Mike’s unwavering work ethic and efficiency.
- testimonials
Why Clients Choose Mike?
- testimonials
A Few Of Our Favorite Highlights
“I’ve known Mike personally for 2 years and recently had the opportunity to work with him on my own financial goals. Mike does a great job of helping outline your financial goals, he takes the time to really understand your personal situation, and provides a thoughtful plan on how to execute on your own personal wealth journey. He’s a wealth of knowledge and I view him as an asset to my financial future. I’d highly recommend working with Mike to any one of my friends or family members looking to cement their financial future.”
Jordan Alexander
”
Lisa Gardner
- FAQ
Frequently asked questions
Got questions about finances or my approach? We’ve got answers!
What types of financial planning services do you offer?
I offer a comprehensive range of financial planning services, including investment management, retirement planning, estate planning, risk management, and college savings plans. My approach is personalized, ensuring that each client receives a tailored strategy to meet their unique needs and goals.
How do you get paid?
Our compensation structure varies by service. We’ll clearly explain all fees during our initial consultation before you make any commitment. Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.
How often will we meet to review my financial plan?
We typically conduct regular reviews to ensure your plan remains aligned with your goals. The frequency depends on your specific situation and preferences.
What can I expect during our first meeting?
During our first meeting, we’ll focus on understanding your financial goals, current situation, and any challenges you’re facing. I’ll ask questions to learn about your priorities—whether it’s retirement, investments, or protecting your family’s future. This is also an opportunity for you to ask questions and learn more about how I work. By the end of the meeting, we’ll have a clear idea of how I can help you achieve your goals.
What makes you different from other financial advisors?
I bring over a decade of proven expertise combined with a deeply personal approach. As an entrepreneur and business owner across multiple industries—not just finance—I have gained a unique, real-world perspective that sets me apart from most advisors. I don’t just manage numbers; I guide people through life’s most significant financial decisions with clarity and confidence. My clients trust me because I prioritize their goals, simplify complex strategies, and consistently act in their best interest. Your success is my mission.