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. 
• 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.