Putting Main St. families first.
Services consist of financial needs analysis, income protection at a price you can afford, and helping you save and invest for your short term and long term goals.
Financial health overwhelm? "Want" is something you don't need for basic survival, and a "need" is what you must have to sustain yourself. We will start by putting together a personalized strategy for you. After all, financial health is all about the choices you make over the long term.
"How much is enough" is never an easy question. To determine the answer, we will analyze how much protection you will need in the event of an untimely death (income, mortgage, education). Remember to include funds to pay off debts and final expenses.
Don't pay the high cost of WAITING!
Want to save $1 million by age 67? By starting at age 37, you will have to be putting away $541 per month to reach your goal. Starting sooner only means the lesser dollars you will have to put away towards your retirement goals!
Perla Negra Strategies
San diego, CA | raleigh, nc | Habló Español
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