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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?

Outlines steps toward handling financial setbacks and emerging stronger.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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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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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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

This calculator is designed to help you attach a dollar figure to your life’s work.

How much would your monthly lease payment be?

How much do you need to save each year to meet your long-term financial goals?

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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