Mateo Garcia, BBA

CONNECT

Address:

1200 South Pine Island Road Suite 350
Plantation, FL 33324

Phone:

(954)625-1592

Fax/Other:

(954) 625-1650

 

Our Process


Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy. Our  six-step process of identifyinginformation gathering, analyzing, plan presentationimplentation, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

 

 

Identify. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives.

 

Gather Information. We make sure to collect as much relevant data as possible to be able to get the full picture of your financial situation.

 

Analyze. We then analyze your whole portfolio to identify any gaps that may exist in your policies and investments.

 

Present Custom Plan. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

 

Implement. If you're satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.

 

Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

 

 


 

Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck