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Financial Education

 


Times have changed! It's time you adapt to today's volatile economy, new tax laws, and evolving investment world. Allow me to show you how to get some the upside of the market based on indexes like the S&P 500 without the losses and fees.


  - Create an instant estate
 - Receive Guaranteed Life Income
 - Start investing for as little as $5000 or $100 month
 - Be protected  financially in the event of a critical, chronic or terminal illness
- Have a death benefit to leave your spouse and or children


Investing in retirement is different than investing pre-retirement. Is your retirement investment strategy built to provide enough income to cover your expenses? Join one of my master classes by clicking below on one or more of the links where I discuss potential ways( or strategies) to ensure you are ready.

Master Classes


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3 Major Risk in Life


  • How to protect yourself from loss of income if you get crically or chronically ill.
  • Cash accumulation
  • Emergency funds - need a new roof, children's  education or a new car?
  • Tax free benefits. .

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Investment and Retirement Planning for Women


  • Women usually outlive men, make sure your involved in your future
  • How to create a written retirement plan intended to cover every situation life may bring (death of a spouse, increase healthcare cost, ect.).

  • How to create a income strategy in retirement to help ensure your income covers your needed expenses.
  • Learn strategies on how to structure your current portfolio in today's marke

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3 Rules to Remember When Planning Your Retirement


  • Biggest mistakes retirees make while planning for retirement and how to potentially avoid them.
  • How to create a written retirement plan intended to cover every situation life may bring(death of a spouse, increase healthcare cost, ect.).

  • How to create a income strategy in retirement to help ensure your income covers your needed expenses.
  • Learn strategies on how to structure your current portfolio in today's marke

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External link opens in new tab or windowCheck List Challenge

Do you have specific questions as you approach retirement? You're not alone. Take the Checklist Challenge to help you get your retirement right. In this FREE checklist, you'll mark off vital elements pertaining to: Income, Medical & Health Care, Advanced Financial Planning, Risk Management & Tax Efficient Strategies. 


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3 Things to do right now during a market downturn 

Are you prepared?


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Safe Money Guide

How to Invest Your Hard-Earned Money, Keeping it Safe from Losses, Fees and Inflation by Bill Broich a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.


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Author of "Retirement Planning Guide for Beginners"


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 NOW LIVE on Amazon!!! My passion for educating on types of retirement accounts and investments led me to write this book to help individuals secure their financial future through informed choices and strategic planning. It delves into the intricacies of different investment options and how to manage risks effectively. Providing practical advice on setting goals, saving strategies, and understanding investment risks.


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Free Guides


External link opens in new tab or window10 Tips to help financial empower women

In this FREE guide, you’ll learn:


~Why a woman’s retirement stategy should be different from a man’s

~How to find a financial advisor you trust

~Tips on keeping critical life changes from derailing your plane.

~ Click on image to download or External link opens in new tab or windowHERE!

  SANDRA DELAROSA CA LICENSED INSURANCE AGENT #4142527 FEDERAL RETIREMENT CONSULTANT #1774

CALL ME TODAY: 760.579-1406 OR EMAIL: SANDRA@SECURERETIREMENTANDESTATE.COM LOCATED IN ENCINITAS, CA


 Author of "Retirement Planning Guide for Beginners"


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7605791406


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Sandra@secureretirementandestate.com


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