RETIREMENT IS ABOUT FREEDOM Your Trusted Retirement Defenders
AWARD-WINNING Financial Advisory Firm
Proudly independent fiduciary advisors. Established in 1986, Guerra Wealth Advisors manages $600M+ with thousands of clients, helping families transform the way they retire.
The Guerra
Freedom Plan
Work should be an option, not an obligation. Our 5-step process is designed to transform how families retire by ensuring they are perfectly prepared and that their financial strategy aligns with their goals, needs and values.
DOWNLOAD THE FIRST CHAPTER Are You Retirement Ready?
In “The Retirement Ready Story,” Sebastian and Fabian explore the teachings, values and work ethic their father, Mauro, instilled in them. As a result of Mauro’s guidance, both brothers were inspired to likewise serve the families in their community, becoming trusted partners and defenders of those families’ financial futures—just as their father had done. Within these pages, they share:
Lessons Mauro passed on to help countless South Floridians avoid the financial mistakes he made as a young immigrant from South America.
The brothers’ experiences helping thousands of clients bridge the retirement income gap.
Solutions to help minimize taxes while maximizing income.
And much more!
Download the first chapter for free!