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Newport Beach, CA 92660

Phone:

(866) 99-SRSSI(949) 296-8356

E-mail:

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Owner Value Driven Strategies & Solutions: Considerations outside the box!

Succession-Retirement Strategies & Solutions, Inc.

This is your life.  It is your choice as to how you will live and share it with your loved ones and your charitable interests.  But it is your life.   Care in determining how you arrange your current business and personal financial affairs may make all the difference in your world and in your life.  At Succession-Retirement Strategies & Solutions, Inc., this is what we're all about.

What are the best strategies for your corporation to:

Anticipate and Prepare for your leadership and financial contingencies?

Balance your cost and appreciation of fringe benefits?

Maximize the value of your retirement plan benefits?

Combat the potential erosion of your executive benefits?

Liquidate your corporate owned life insurance policies for
more than their cash surrender values?

What are the best strategies for family businesses to:
 
Secure the best future for the company you have built?

What are the best strategies for you as an affluent individual to:
 
Preserve your financial achievement and assure long term goals? 
 
Sell your old life insurance policies instead of surrendering them?

What are your best strategies as an affluent family to:

 Control the value of your legacy over generations?

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explores how investment strategy changes once retirement begins.

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Taking this quiz may help increase understanding of estate planning.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Determine whether you should consider refinancing your mortgage.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck