About Us

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Why Choose Capital Secure Life Company?

Comprehensive Financial Solutions: From life insurance to wealth management, business credit, and funding, Capital Secure Life offers a full spectrum of financial services tailored to both personal and business needs.
Client-Centered Approach: The company is deeply committed to understanding each client’s unique financial situation and offering personalized strategies to meet their goals.
Experience and Expertise: With years of experience in the financial and insurance industries, Capital Secure Life is a trusted partner for individuals and businesses seeking reliable guidance and support.
Flexible Funding Options: The company’s diverse funding solutions cater to both standard and specialized financial needs, offering businesses a competitive edge in accessing capital.

Our Firm

Professional Staff

Capital Secure Life LLC and its professional staff assist individuals, business owners, and professionals by providing retirement planning, estate planning, asset protection, business succession planning and college financial planning. We plan for both US citizens and foreign nationals. We also help individual and businesses on wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, trusts, and much more.

We work with high net worth individuals in USA, Central, South America, Mexico, Dominican Republic and the rest of the Caribbean.

We listen to our clients' needs and then design customized strategies utilizing financial products to help meet their goals and objectives.

Our process involves gathering facts, making observations and recommendations, then taking corrective actions. We deliver solutions that help our clients plan for retirement, preserve their estate for their love ones, and conserve their assets during their lifetimes.

Licensed Agent Owner

Gloria Garcia NPN# 21113540

As the CEO and Founder of Capital Secure Life, LLC and a Entrepreneur and Licensed Life Insurance Agent with a Bachelor’s degree in Business, Marketing, and Communication from the University of Miami. She has a passion for financial literacy and health. As an advocate for financial literacy, I strive to empower clients with the knowledge and tools necessary to secure their financial futures and live healthier and wealthier lives.

Gloria a dedicated and experienced insurance agent, committed to helping you navigate the complexities of insurance policies and find the best possible solutions tailored to your needs. My expertise and passion for the insurance industry have allowed me to guide my clients in securing their future, both personally and professionally.

Specializing in a wide range of services, hospitality, business funding , business credit, private lending including personal and business insurance, my primary goal is to ensure that my clients are well-informed and confident in their decisions.

Understanding that each client's needs are unique, I take a personalized approach by getting to know your specific requirements and staying up to date on industry trends and legislative changes, providing tailored recommendations that protect what matters most to you.

Contact me to experience the comprehensive and personalized guidance that has earned me a reputation for professionalism and trustworthiness.