About
About Trino Garcia
New York Life agent · Working with business owners
Who Trino works with
Trino Garcia is an agent with New York Life and a member of the JVPNG community. His work centers on business owners, the people who built something and now need to plan around it.
He is a numbers person who keeps the conversation personal: first understanding the business and the people in it, then talking through the options in plain language.
[TRINO: 2-3 sentences in his own words about why he does this work]
[TRINO: any background he wants mentioned (for example, time with New York Life, designations, or service history). Optional. Leave out anything he does not want public.]
Presentations
Trino prepares short presentations on planning topics for business owners. They are shared privately and walked through together online.
What a conversation covers
Owners usually come in with one question and find it touches several: buy-sell agreements, succession, key people, retirement plans, and benefits for themselves and their teams. Each has its own page under Planning.
This site is general education. It does not describe any specific product and is not tax, legal, or investment advice. Your own attorney and tax professional should be part of any plan.