🌟 Leah Garcia 🌟's Linkedin Analytics

Are you self-employed or a small business owner feeling overwhelmed with the rising costs of running your business and overpaying on taxes? Have you looked everywhere and still can't find any relief? Does your CPA only provide compliance work? Tired of receiving conflicting advice from your CPA and other professionals? Imagine having access to comprehensive, proactive financial solutions that resolve this dilemma and, at the same time, build robust wealth-building strategies. This is achieved through my unique, proprietary process known as 'The Wall of Wealth,' leveraging a team-based model. The outdated referral model, where each professional stays within their own silo, creates conflict and confusion for you as the business owner. It's like having a band all out of sync, creating clashing sounds. When your four pillar professionals are all on the same sheet of music, singing the same song, the results are a beautiful symphony that will be music to your business and pocketbook as well. The four professionals at the core of your success are: *CPA - Tax Professional familiar with your industry *Tax Attorney - Advanced Planning *Estate Planning Attorney - Proper Planning begins with the end in mind *Insurance Professional - Life and Health License I am a Financial Strategist and Insurance Professional and I run a full-service financial firm providing my clients access to my team of specialists and comprehensive financial products and services. Though I absolutely work hard, I play hard as well. I enjoy travel, eating out, dancing, beach walks, and karate. A dream day for me is packing an incredible picnic basket filled with treats, listening to amazing music while training karate on the beach...! It is my ultimate dream to build a community center in low-income areas that provide free activities such as gardening, woodworking, knitting, and other creative skills to build confidence and community connections. I grew up on the East Side of San Jose on food stamps and welfare. But even as a young child, I knew that I wanted more. When I was about six years old, I saw a commercial, and the announcer said, "If you spray Windex on your windows, your whole world will sparkle." It might sound corny, but this is still the visual I use today as I help every family. I think about the children in their life and their future who will be positively impacted by the plans we put in place to create generational and multi-generational wealth. **P.S. My favorite quote:** "You can't measure the heart of a Champion just by looking at them!"