The Retirement Ready Story

Summary

When Mauro Guerra immigrated to the United States with his family in 1982, he had perhaps $20 in his pocket and little knowledge of the way things worked in America. Feeling he had been taken advantage of after being charged a 17 percent interest rate on a loan for the purchase of his first used car, he immediately set out to learn everything he could about how financial matters are handled in his new country.

Sebastian and Fabian Guerra, the sons of Mauro Guerra, look back at how the teachings, values, and work ethic of their father inspired them to become partners and owners of a family business that places a special emphasis on helping other families with matters of retirement income planning, investment management, tax planning, healthcare protection, and estate planning.

Sharing common experiences with thousands of their clients, the Guerra family over the years has developed plans and strategies—many of them designed to deal with specific needs and challenges facing their community—to bridge the income gap and investment planning challenges many people face upon nearing retirement. Also detailed here are specific strategies to deal with retirement-related tax issues, developing lifetime income streams, estate protection as well as advanced planning for long-term medical care.

To be Retirement Ready means to work because you want to and not because you have to. It’s making work an option, and not an obligation. This is our passion and we’re here to help build your personalized retirement story.