Nathan R. Garcia Wealth Manager

"There is always a light, if only we're brave enough to see it. If only we're brave enough to be it. " - Amanda Gorman

Leaving my previous employer after over 17 years was a big decision. So happy to have made a GREAT DECISION for my clients and myself to join Confluence Financial Partners! #maximize your #life maximize your #legacy https://www.rjsocialmedia.com/aV6aSv

While you can't control your luck, you can control your #effort, and #preparation. The choices we make and the #habits we create affect our relative outcomes. We make sure our clients are prepared for what may come, while keeping our focus on what we know will lead to their ultimate #success.

Medicare's open enrollment season is upon us. That means between October 15th and December 7th, you are able to make changes to your Medicare Advantage plan and prescription drug coverage.

See the upsides to estate planning at an earlier age and adjusting as you go in this U.S. News & World Report article.

The pandemic has certainly limited travel options over the last several months. So how do you relieve your travel bug during these times? Here are some suggestions.