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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?

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Describes retirement plan options that help self-employed workers save on taxes.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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How much Disability Income Insurance do you need?

How Long Will Your Funds Last?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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