About BRIA Capital Group - Mike Garcia, AAMS®
Residents and small-business owners seeking a structured planning process can find practical guidance on organizing goals, timelines, and risk tolerance. BRIA Capital Group - Mike Garcia, AAMS® begins by mapping out milestones such as retirement dates, business transitions, and legacy wishes then links them to an actionable checklist across Retirement Planning, Investment Planning, and Risk Management. With financial planning in Wesley Chapel, your plan can include guardrails for emergencies, funding targets for future needs, and an approach to monitoring investment selection and allocation. For entrepreneurs, Business Planning can address benefits for key employees, contingency planning, and steps that prepare a company for a future sale or handoff. Estate Planning is coordinated with attorneys to help ensure documents align with beneficiary intentions and account titling. Ongoing reviews look at what changed and what needs attention next. When appropriate, investment management in Wesley Chapel includes portfolio construction tied to objectives and timeframes, with periodic rebalancing guidelines. In-person and virtual meetings are available from Wesley Chapel, Florida.