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Alissa Garcia

Articles 1 - 4 of 4
Wealth 管理
Alissa Garcia, Kyle Zeller | 3.18.2024

金融 Planning for Blended Families

Learn more about some of the most important topics to cover when creating a financial plan.
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Personal Finance, Wealth 管理
Alissa Garcia | 11.9.2021

SDWMA Spotlight: The Voyage Program

Join members of the Schneider Downs Wealth 管理 Advisors team to learn more about the Voyage Program.
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Personal Finance, Wealth 管理
Alissa Garcia | 11.9.2021

SDWMA 金融 Planning Video Series Now Available

Explore the new financial planning video series from the Schneider Downs Wealth 管理 Advisors team.
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Exit and Succession Planning, Wealth 管理
Alissa Garcia | 2.4.2021

The Importance of a Personal 金融 Plan During Exit Planning

Better understand successfully ensuring a bright financial future during Exit Planning while considering your personal financial plan.
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