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Peter Garcia, RICP® - CEO My Legacy Group

Helping Pilots Avoid the Tax-Deferred Trap & Potentially Save Them $1M+ in Future Taxes Through my 143 Legacy Checkpoint™ System - CEO of My Legacy Group
Fort Lauderdale, Florida, United States
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Profile Image for Peter Garcia, RICP® - CEO My Legacy Group

Peter Garcia, RICP® - CEO My Legacy Group

Helping Pilots Avoid the Tax-Deferred Trap & Potentially Save Them $1M+ in Future Taxes Through my 143 Legacy Checkpoint™ System - CEO of My Legacy Group
Fort Lauderdale, Florida, United States
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Peter Garcia, RICP®, is the President and CEO of My Legacy Group, a financial consulting firm that helps pilots and other high-income individuals prepare for a tax-free retirement. A graduate of the University of Miami Herbert Business School, Garcia has built a successful career in the finance industry, holding roles at reputable organizations like Merrill Lynch and the GBS Group.

With over a decade of experience in insurance and investment advising, Garcia is an accomplished financial advisor who always prioritizes his clients' needs. He is a Retirement Income Certified Professional (RICP) and has completed extensive training in the Power of Zero tax planning paradigm. He is also a former Elite Power of Zero Advisor and Authorized Bank On Yourself Advisor.

Garcia's expertise lies in helping high net worth pilots and other professionals neutralize taxes in retirement using his 143 Legacy Checkpoint™ system. This system has saved numerous pilots anywhere from $500K up to $1 million or more in taxes. Garcia is dedicated to ensuring his clients net more of their spendable income, making their retirement comfortable and secure.

This public profile is provided courtesy of Clay. All information found here is in the public domain.