The Guerra Freedom Plan
Grow your legacy today.
Our Financial
Planning Services
Most individuals hire separate advisors for these 5 services, failing to collaborate together. However, the ultimate solution is having one dedicated team to oversee and implement your complete financial plan. This is where we come in.
Retirement Planning
Investment Management
Tax Planning
Asset Protection
Estate Planning
ENSURING YOU ARE RETIREMENT READY How It Works
Using the Guerra Freedom Plan process, we’ll design a comprehensive financial strategy that looks at your complete financial picture. Together, we’ll create a plan to address five key areas.
Required Retirement Savings Plan
Social Security Maximizer Analysis
Rental Property Income Analysis
Retirement Expense Plan
Income Gap Analysis
Annuity Analysis
Stress Test (Market Crash Simulation)
Emotional Risk Tolerance Exam
Complete Hidden Fee Analysis
Active Portfolio Management
Diversified Asset Allocation
Morningstar Report
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)
Asset Protection from Healthcare Needs
Nursing/Assisted Living Facility Income
Healthcare Power of Attorneys
In-Home Healthcare Income
Long Term Care Policies
Medicare 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
