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What We Do

“We don't just manage our clients’ money, we help manage their lives.” 

When it comes to your future, there are no “one-size-fits-all” solutions. You need a strategy tailored to your specific values and goals. Our investment planning strategies are based on what is important to you. You have worked hard for your money, and we are dedicated to helping make sure it will be there for you as long as you need it!

We focus on establishing financial strategies for lifetime retirement income and wealth preservation planning. A GPS designed to secure retirement income and guard you from excessive taxation and inflation - all while protecting your principle from the fluctuations of the stock market. Our financial planning strategies are based on your Retirement Income Gap (RIG) and Maximizing Your Inheritance.

What is the (RIG) Retirement Income Gap? The Income Gap is a shortfall between expected retirement income and your desired retirement income. For example, if you have a desired retirement budget of $5000/month, but your Social Security/Pension/Savings Income (expected retirement income) is only $3000/month; then your income gap is $2000/month. Unlike most advising offices, Guerra Financial Group aims at providing a customized plan that will suit your needs and desires while avoiding a radical change in your current and future lifestyle.

WE UNDERSTAND THAT YOU HAVE WORKED HARD FOR YOUR MONEY, AND WE ARE COMMITTED TO PRESERVING , GROWING, GENERATING LIFETIME INCOME, AND TRANSFERRING YOUR WEALTH TO YOUR NEXT GENERATION.