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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 One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Considering some important issues now could provide more options in the event of early retirement.

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Use this calculator to estimate how much income and savings you may need in retirement.

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

How Long Will It Take to Pay my Balance?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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