The Retirement Ready Story

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

The Retirement Ready Story

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Our Process

At Guerra Financial Group, we use the Be Retirement Ready Process TM to understand your concerns and determine how to maximize your retirement assets based on your goals.

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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

At Guerra Financial Group, we use the Be Retirement Ready Process TM to understand your concerns and determine how to maximize your retirement assets based on your goals.

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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.

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Meet your Team

Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.

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Meet your Team

Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.

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Meet your Team

Our experienced team helps individuals and families create a strategic plan to achieve their financial goals.

Our Culture

Discover how we help over 2,500 families maximize their income, minimize taxes, protect their assets and increase their legacy.

Our Fiduciary Standards

You might think that everyone who offers financial advice or services to clients is required to be a fiduciary, but unfortunately, that's not the case. We believe that honesty is key to building trust with our clients, and we're proud to uphold the highest ethical and professional standards in the industry.

Giving Back

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Attend an Event

Attend a dinner masterclass or client exclusive social
event. RSVP is required as every event is fully
committed.

There are no upcoming events. Please check back soon!

Attend an Event

Attend a dinner masterclass or client exclusive social event. RSVP is required as every event is fully committed.

Attend an Event

Attend a dinner masterclass or client exclusive social event. RSVP is required as every event is fully committed.

The Retirement Ready Story

Our famous e-book with 100+ pages of wealth management insights and tips directly from the Guerra family.

The Retirement Ready Guide

Insights on the 5 key steps to ensure your financial future, with a 10-question quiz to see if you are retirement ready.

Free Risk Analysis Test

Learn what percentage of your assets are at risk, compared to how much risk you are comfortable with taking on.

Get to know our roots and what we stand for.

Our Firm and Family History

In 2022, Guerra Advisors, Inc. managed over $600 million between investment portfolios and insurance accounts with 2,500+ client families.

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Only 8.3% of financial advisors hold fiduciary standards, meaning they are legally bound to advise in the client's best interest.

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Only 2% of the U.S. population use both a tax strategist and a tax planner/preparer.

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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

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How much of your portfolio is at risk?

Take the official Riskalyze Stress Test to learn what percentage of your assets are at risk, compared to how much risk you’re comfortable with taking on.

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.

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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.

Please enter your name.
Please enter a valid phone number.
Please enter a message.

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.

Please enter your name.
Please enter a valid phone number.
Please enter a message.