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Newport Beach, CA 92660

Phone:

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

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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 longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Suggests considering life insurance for stability during uncertain markets.

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Provides tips for managing rising food prices through smart shopping.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

How much can you afford to pay for a car?

How much life insurance would you need to produce a sufficient income stream for your family?

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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