Are You Retirement Ready?
Access our book, "The Retirement Ready Story" today!
Your financial strategy stems from the lifestyle you want to live!
SAMPLE OUR STORY
As Featured In
As Featured In
Our Process
Our Process
We use the Be Retirement Ready Process TM to understand your current financial concerns and determine how to maximize your retirement assets based on your goals.
Our Process
We use the Be Retirement Ready Process TM to understand your current financial concerns and determine how to maximize your retirement assets based on your goals.
Meet your Team
Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.
Meet your Team
Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.
Meet your Team
Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.
Giving Back
Only 8.3% of financial advisors hold fiduciary standards, meaning they are legally bound to advise in the client's best interest.
Only 2% of the U.S. population use both a tax strategist and a tax planner/preparer.
43% of workers guess how much they need to retire, rather than basing it on current expenses or using a calculator.
Download The Retirement Ready Guide
It's not 100% about the financial tools you have, but about the life you live. To help you view your Retirement Planning Strategy from every angle, we've created "The Retirement Ready ProcessTM"
The Tools, Results, Life Strategy
The 5 Steps to "Be Retirement Ready" including tax planning and estate planning
A 10 Question Quiz to determine if you are retirement ready
Working with a Fiduciary Advisory Team
FAQs
How do you calculate taxes for retirement?
Download our tax strategy calculator to discover how much of your assets will likely be given away and what you can do about it now.
How do you calculate taxes for retirement?
Download our tax strategy calculator to discover how much of your assets will likely be given away and what you can do about it now.
How do you calculate taxes for retirement?
Download our tax strategy calculator to discover how much of your assets will likely be given away and what you can do about it now.
Contact Us
CONTACT DETAILS
6401 SW 87th Ave #119
Miami, FL 33173
305.448.1011
CONNECT WITH US
LET’S CONNECT!
Feel free to email us at appointments@guerrafinancial.com, text us at 786.502.9207 or submit any of your questions below.
CONTACT DETAILS
6401 SW 87th Ave #119
Miami, FL 33173
305.448.1011
CONNECT WITH US
LET’S CONNECT!
Feel free to email us at appointments@guerrafinancial.com, text us at 786.502.9207 or submit any of your questions below.
CONTACT DETAILS
305.448.1011
6401 SW 87th Ave #119
Miami, FL 33173
CONNECT WITH US
LET’S CONNECT!
Feel free to email us at appointments@guerrafinancial.com, text us at 786.502.9207 or submit any of your questions below.