Rudy Garcia - Global View Capital Advisors

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Financial ConsultantFinancial Consultant


About Rudy Garcia - Global View Capital Advisors

DESIGN We listen to identify your dreams and goals We gather, organize and analyze your financial information We make recommendations based upon your needs GROW We agree upon clear objectives and risk expectations We monitor your investments and track the progress We refine and revise along the way PROTECT We offer investment strategies with downside protection for unpredictable markets We offer insurance solutions which are an important foundation to all financial plans We assist you with creating a legacy for future generations We help protect your family from life’s unexpected challenges

Services

Financial Planning Cash Flow & Budgeting Retirement Planning Retirement Income Planning Risk Management & Insurance Family Services Social Security Planning


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