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We've created a program design specifically to guide your Employees in making the right Retirement and Legacy decisions with their income and savings. A guide to help answer questions such as, Where do I save? How much should I save? What is my Income GAP? How do I maximize my legacy? How can I reduce my taxes during retirement? Will Social Security be around when I retire? and much more. 

Guerra Financial Group has built a two-part series consisting of The Employee Strategy (Lunch and Learn) for your Entire Staff at your Offices and a 1-on-1 Personalized Planning Session with each one of your Employees at no cost. Here are the 3 Steps you will take!

Set up The Employee Strategy (Lunch and Learn)

Contact our office (305-448-1011) and set a day and time that is convenient for you and your employees to hold The Employee Strategy (Lunch and Learn) Seminar at your Offices. 20 Employees Minimum focused on Retirement and Legacy Planning. 

Hold The Employee Strategy (Lunch and Learn)

At this event, your Employees will learn specific action strategies to maximize their Retirement Assets, Income and Legacy. At this event we will not sell any products. We will only offer the attendees an opportunity to have a 1-on-1 Personalized Planning Session. 

The 1-on-1 Personalized Planning Session (1st Visit)

Here, we will start the process to create an Income, Investment, Tax, Legacy, and Healthcare plan for your employees all at no cost. For us to start working with someone we need to confirm their integrity is aligned with ours. No decisions will be made in this meeting.

Get Started 

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