Plan & Grow
Financial planning and managed investments around retirement, education, and the life in between.
Jorge & Alejandra Garrido · South Florida
Financial planning for the people who protect and build South Florida.
First responders. Business owners. Families.
We help you plan for what matters and pay attention to the details that can get overlooked.
A personal commitment.
Serving South Florida since 1999A husband-and-wife practiceMost of our clients come to us by referral
Who we serve
Your life has its own questions.
We start there.
The shift you’re working. The business you’re building. The family counting on you. Your financial plan needs to account for all of it.
First responders & public servants
You show up for others.
Let’s plan for your family.
Planning for your family today and for life after service.
For the people who serve
Business owners
The business you’ve built.
The life behind it.
Connecting your personal plan with the people advising your business.
For business owners
Families & retirees
More time for
what matters to you.
Income, family priorities, and the details of what comes next.
For families & retireesWhat we look at
The details deserve
a closer look.
A name on an account. An old beneficiary. A trust that’s been signed but never funded.
We look beyond the balance on your statement, review how the pieces fit, and coordinate questions with your attorney and tax professional.
See what we doYour financial lifeThe review file
Investments & retirement accounts
Your goals, your timeline, and the risk you’re comfortable taking.
Life insurance & existing coverage
What you have in place and how it relates to the people who depend on you.
Home, auto & umbrella policies
A closer look at your coverage and questions that may need attention.
Beneficiaries & account ownership
Who an account is for and how it is titled, in coordination with your attorney.
Estate documents & trust funding
Following up with you and your attorney on the steps after the documents are signed.
The items reviewed depend on your situation. Legal and tax advice comes from your attorney and tax professional.
What we do
One financial life.
Four ways we help.
Protect What You’ve Built
Reviewing insurance, beneficiaries, and account titling with attention to your family and in coordination with your attorney.
Coordinate the Bench
Working with your attorney and CPA so the people advising you can see how their work connects.
Stay Close
An annual review and conversations in between, as your life and priorities change.
How we work
First, a conversation.
Then, a plan.
Jorge gets to know what matters to you. Alejandra helps move the agreed next steps forward. Here’s how that relationship begins.
The Conversation
What brought you here. What’s on your mind.
The Fact Finder
Your goals, accounts, policies, and documents.
The Strategy Meeting
Recommendations connected to your priorities.
Execution Week
Paperwork, coordination, and follow-through.
The Annual Review
A time to take stock. An open line in between.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
In Jorge’s words
“If you become my client and I become your advisor, my goal is to the best plan to reach your objective.”
Jorge Garrido · Chief Executive Officer
Read our storyWe’re in it together.
Whether someone sent you our way or you found us on your own, the next step is a conversation about what matters to you.