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Newport Beach, CA 92660

Phone:

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

E-mail:

Info @SuccessionRetirement.com

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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 Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

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

Savings Accumulation

Estimate the future value of your current savings.

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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