Be Retirement Ready Process
To help you view your retirement planning strategy from every angle, we've created the "Be Retirement Ready Process™."
Portfolio Management
Stress Test (Market Crash Simulation)
Emotional Risk Tolerance Exam
Complete Hidden Fee Analysis
Active Portfolio Management
Diversified Asset Allocation
Morningstar Report
Retirement Planning
Required Retirement Savings Plan
Social Security Maximizer Analysis
Rental Property Income Analysis
Retirement Expense Plan
Income Gap Analysis
Annuity Analysis
Tax Preparation and Planning
IRA Conversions to Tax Free Accounts
Building Tax Free Income Strategies
1031 Exchanges with Real Estate
Taxable to Deferred Accounts
Maximize Interest Deductions
1035 Exchanges (Rollovers)
Estate and Legacy Planning
Controlling Assets After You're Gone
Pension/Social Security Maximization
Irrevocable Life Insurance Trusts
Double Your Legacy Strategy
Using IRS Code 101a
Avoiding Probate
Insurance and Asset Protection Planning
Asset Protection from Healthcare Needs
Nursing/Assisted Living Facility Income
Healthcare Power of Attorneys
In-Home Healthcare Income
Long Term Care Policies
Medicare Planning
Personal Financial Coaching
Refinancing Analysis (10, 15, 30 years)
Credit Card/Debt Reduction Plan
Extra Mortgage Payment Analysis
Business/Selling Continuation
Property Profitability Analysis
Large Purchase Advice
FAQ
It's important to ask the right questions before making a commitment. We want you to know that we're here for you every step of the way.
As a fractional family office, we exist to help manage the entire financial lives of the families we serve, with the goal to make work an option and not an obligation. We do this through creating customized financial strategies that transform the way families retire.
We have a 5-phase process that all of the families we meet with go through to ensure that their financial lives are, in fact, perfectly prepared the way they need to be for them.
These 5 phases include retirement income planning, investment management, tax minimization, asset protection planning, and estate planning.
Whether you have one or a few of those created already, our fiduciary team does an audit in each phase to give you the peace of mind that you are exactly set up the way you need to be.
We take pride in offering a comprehensive team approach to financial advising. Rather than assigning a single advisor, our clients benefit from the collective expertise of multiple skilled professionals.
Working together, our fiduciary advisors create customized financial plans for our clients with the objective that working becomes an option, not an obligation.
Our advisors have open availability to be able to meet with you, but we recommend our clients to meet on a quarterly basis to make sure your goals are accomplished.
Guerra Financial has a growing team of over 35 members organized into 4 departments. When you contact us, our phone system will direct you to the right department. Here is a look at our teams and what they do:
- Marketing: This department handles events and classes for potential clients and takes care of the company's online presence.
- New Relations: If you're a prospective client, this department will assist you and handle your initial appointments.
- New Business: This department manages the assets of new clients. They work with both the client and Associate Advisors to determine the best allocation of financial resources.Â
- Wealth Management Services: This department oversees the assets of existing clients and focuses on managing client relationships.
These 4 teams are designed with a specialized focus to swiftly address your specific needs.
Our fees are calculated based on the assets we manage for you. The fee structure is based on an annual percentage of the assets you have invested with us. The fee only applies to the funds you have invested under our management. This way, you'll only be charged for the portion we actively handle for you.
The fee is paid on a monthly basis and is automatically deducted from the funds you have under our management. We refer to this deduction as the "advisor fee." This convenient approach ensures that you don't have to worry about making manual payments or remembering due dates. It simplifies the process for you, and the fee is seamlessly paid from your account.
Have more questions? Our team is here to help, get in touch by calling 305.448.1011.
Book your session below to connect with an expert
Book your 90-minute Ultimate Wealth Review below or call us directly at 305.448.1011. Connect with one of our experienced wealth strategists who will help address your financial planning needs.
Download The Retirement Ready Guide
Your financial strategy stems from the lifestyle you want to live. Are you ready to maximize your retirement today?