Retirement is a time to have a fulfilling life derived from many enjoyable activities, and baby boomers who are now elderly have changed the world in many ways and witnessed historical events like tech booms and civil movements. However, the recent economic crash has been especially devastating to this iconic age group, who are now in their sunset years and retiring in large numbers. The pension they expect to fall back on has now evaporated in a matter of days, partly due to a lack of planning to protect their retirement plans against market volatility, inflation, long-term care cost, sequence of return risk and taxes.
Taking a lesson from the past to help shape the future, licensed financial Keeper, retirement expert and safe money strategist Carla Garcia established her company My Plan Keeper to help Generation X, Millennials, and Generation Z adequately prepare for the future through strategic planning and encouragement to seek wisdom.
Carla Garcia is just not your average financial Keeper. In fact, she developed the term “Financial Keeper.” Before establishing My Plan Keeper, the financial management expert worked as a financial advisor and relationship manager for the last two decades, lending her expertise to a diverse clientele of business owners, professional athletes, healthcare professionals, government employees and hardworking individuals.
Her impressive work portfolio includes previous experience at Fortune 500 corporate giants like Citi Personal Wealth Management and Merrill Lynch in the Miami and Fort Lauderdale markets allowing her to gain vast experience with Domestic and International clients. The industry leader now lends her hard-earned expertise to help individuals make sound financial decisions and offer solutions that the large institutions are failing to make available.
“After working for large banking and investment institutions, I built this company so that my clients can no longer be confined to a small group of solutions. I also want to help people build confidence in their existing plans by becoming wiser in each important area of their lives,” the brilliant visionary shared. Residing in the beautiful city of Pembroke Pines, Carla is making My Plan Keeper’s financial consulting services available to New Yorkers who have recently moved in and called the city home.
Through My Plan Keeper, the visionary entrepreneur helps her clients adequately prepare for retirement by securing their financial plans and managing their assets with proper and efficient tools and solutions. As part of its customer-oriented approach, MPK also collaborates with clients’ financial institutions to provide the best financial solution as long as their financial advisor is willing to truly help them. “We can provide you access to our safe-money solutions that your advisor does not have access to. This way, you will know our recommendation is unbiased and you can still confidently discuss it with your existing advisor,” Carla shared.
At the core tenet of Carla’s practice is a unique philosophy that revolves around building long-lasting relationships with her clients and acting as a fiduciary no matter where the client came from or how much money they have accumulated. It’s a beacon that directs every customer interaction. As a result, many clients have nicknamed Carla “KEEPER,” their Keeper.
On a mission to change the retirement community, My Plan Keeper sets the pace on taking a different approach. “We are not money managers or stock brokers; we are objective outsiders who help out clients implement solutions and build a solid foundation for their plans,” Carla shared. In order to stay true to the company’s mission of prioritizing clients’ needs, Carla secured top money managers available to help clients with whatever they need, all while sitting at their side of the table.
Sharing her goals for her company, Carla remarked, “I do not want to sit here and position myself as a financial advisor, I am a Financial Keeper, a retirement expert and a safe money strategist, but more importantly, MPK will provide a positive impact socially to generations to come.”
