ABOUT US

Welcome to Financial Summary, your trusted resource for simplifying the world of personal and corporate finance, annual reports, and 10-K filings.

My name is Randy Garcia, a regular yet dedicated investor with over 10 years of practical experience. Alongside my wife and our two young boys, we’ve embarked on a journey to financial wellness.

In 2018, my job was made redundant. While we weren’t immediately in financial distress, we realized we were losing money unnecessarily. This prompted my wife and me to take a closer look at our financial health and make significant changes.

Despite continuing with our day jobs, we’ve achieved financial stability through better budgeting, investing, and creating other income streams. We’ve owned our home and have been debt-free for several years now. Our goal is to share the knowledge and wisdom we’ve accumulated on our ongoing journey to financial independence.

Financial Summary’s mission is to empower you with clear, accessible insights into both personal and corporate finance. We understand the challenges you face and aim to provide straightforward analyses that everyone can benefit from.

Whether you’re new to personal finance and investing or a seasoned investor, our aim is to equip you with the knowledge and tools needed to make informed financial decisions.

Dive into our content and connect with us on social media to join the conversation. Let’s navigate the complexities of finance together.