6401 SW 87 Avenue, Suite 102
Miami, Florida 33173
(305) 448-1011

The Cycle of Investing The Power of Tax-Deferred Growth Social Security: By the Numbers

Your Financial Future

Welcome to Guerra Financial Group! Your values play a significant role in our organization because we are tremendously family oriented. Our objective is to assist you and your family in defining and addressing financial goals. We will teach you how to optimize your standard of living while saving and investing for your future.  By educating the South Florida Community, we ensure that the future of your home will be prosperous financially. Click Here to View our Video!

Mauro Guerra opened Guerra Financial Group in 1986 and the firm has been providing top-notch financial education to the South Florida Community. Over the years, we have been able to serve thousands of clients with financial ideas and choices. Over this journey, we have learned that time can be your biggest ally or your biggest foe. Meaning, if people procrastinate they will end up having the pain of regret rather than the pain of discipline which leads to a fruitful financial future. Remember, you cannot properly plan for something you do not fully understand. That is why we are here to help you understand.

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

View all videos arrow