Andy Garcia

About Andy Garcia

Are you curious about what I can help you with? I can help answer questions such as-When can I retire-Am I being tax efficient-What about health care insurance, Medicare and the timing of social security benefits?These are just some of the many questions I can help answer in a simple and understandable manner. I focus on pre-retirees who are individuals aged 50-65, nearing retirement and Spanish speakers.Our process:Step 1) We figure out where you stand financially today.Step 2) We paint the picture of where you would like to be financially in the future.Step 3) We take all of that information and figure out how to optimize what you\'re doing today in order to help you get to where you want to be in the future.Step 4) We deploy your personalized strategy and invest in a tax-advantaged manner.Step 5) We monitor your progress to help keep you on track towards your desired financial future.At a professional level, I graduated from the University of South Florida with a Bachelor of Arts in communication. I worked 10 years as a loan analyst for a credit union before moving to Michigan.On a personal level, I\'m originally from Florida, believe it or not, but happy to be part of the West Michigan community along with my wife, Britney, and our two kids. When I\'m not at the office, you\'ll find me watching and/or playing a variety of sports, exercising and spending time with my family.We would be honored to connect with you and see if we are a good fit for partnering together to help you achieve your goals. Our process starts with a 15-minute introductory call. Please call to instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2021 — Present · Grandville, MI, US

Education

• University of South Florida

  Bachelor of Arts (B.A.), Communication

  2019 — 2020