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Alissa Garcia

Articles 1 - 3 of 3
Personal Finance, Wealth Management
Alissa Garcia | 11.9.2021

SDWMA Spotlight: The Voyage Program

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

SDWMA Financial Planning Video Series Now Available

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

The Importance of a Personal Financial 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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