BRIA Capital Group - Mike Garcia, AAMS®

BRIA Capital Group - Mike Garcia, AAMS® provides personalized guidance to individuals and business owners on planning and managing finances. Based in Wesley Chapel, Florida, the practice focuses on practical steps that connect day-to-day decisions with long-term goals. Clients who seek a financial advisor in Wesley Chapel often want a clear process for aligning savings, investing, and protection. For entrepreneurs and medical professionals, comprehensive financial planning in Wesley Chapel can tie Business Planning with Risk Management and cash flow needs. Families who prefer to work with a financial planner in Wesley Chapel may explore Retirement Planning decisions alongside college funding and insurance considerations. Portfolios are reviewed through disciplined investment management in Wesley Chapel that considers time horizon, diversification, and cost awareness. Coordinated wealth management in Wesley Chapel helps connect Investment Planning with Estate Planning and legacy intentions. The planning process typically begins with a conversation about goals, timeline, and comfort with risk, followed by a written plan that outlines next steps across key areas. Regular check-ins track progress, adjust contributions, and revisit assumptions when careers, markets, or family circumstances change. Business owners often look at succession options, benefits design, and contingency planning so operations and personal finances work in sync. For families, attention may focus on retirement income sources, beneficiary designations, and strategies to organize documents for efficient coordination with an attorney. Throughout each engagement, clear explanations and straightforward action items help clients understand trade-offs without jargon or pressure. Client meetings are available in person and virtually. Address: 2044 Ashley Oaks Cir #102,Wesley Chapel,Florida,33544Phone: (720) 839-7574Email:Mike@briacg.comHours of operation: Monday to Friday: Hours: from 09:00 to 17:00