Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

The Guerra Financial Group Fiduciary Process

Our 5 Step Appointment Process

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Income Gap Analysis


Required Retirement   Savings Plan

Social Security Maximizer Analysis

Rental Property Income Analysis

Income Gap Analysis

Retirement Expense Plan

Annuity Analysis 

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Investment Analysis


Stress Test (Market Crash Simulation)

Riskalyze Exam

Hidden Fee Analysis

Active Portfolio Management

Diversified Asset Allocation

 

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Tax Analysis


IRA Conversions to Tax-Free Accounts

Building Tax-Free Income Strategies

1031 Exchanges With Real Estate

Taxable to Deferred Accounts

Maximize Interest Deductions

1035 Exchange (Rollovers)

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Healthcare Analysis


Asset Protection from Health Care Needs

Nursing/ ALF Income

Health Care Power of Attorneys

In-Home Health Care Income

Long-Term Care Policies

Medicare Planning

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Attorney Meeting 


Controlling Your Assets After You're Gone

Pension/ Social Security Maximization

Irrevocable Life Insurance Trust

Double your Legacy Strategy

Using IRS Code 101A

Avoiding Probate

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend an educational event.

Or give us a call at 305.448.1011

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