Retirement & Estate Planning - Licensed Agent, helping you get the most out of your money in the long run for you and your families secure future.
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 the upside on the market 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
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Are You Prepared?
Find the answers to your questions in this free guide
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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.
3 Major Risk in Life 
CLICK HERE
Investing & Retirement Planning for Women CLICK HERE
Three Rules to Remember Planning Your Retirement CLICK HERE
Ready to book a complimentary appointment? Call, text, email or click on my calendar HERE!
Topics will include:
- 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 market.
- Accumulating cash with a death benefit
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Two must see vidoes;
That’s Money - Kendrick Lamar & Ray Dalio - Slow Money Wins the Race
And The China Hustle
From the producers of Enron: The Smartest Guys In The Room comes a Wall Street heist story about a still-unfolding financial crime so big, it has the power to affect all of our wallets. Investors on the fringes of the financial world feverishly seek new alternatives for high-return investments in the global markets, and have found a goldmine in China. But when one investor discovers a massive web of fraud, everything else is called into question. Jed Rothstein’s documentary rings the alarm on the need for transparency in an increasingly deregulated financial world by following those working to uncover the biggest heist you’ve never heard of.
CA Insurance License # 4142527
Sandra Dee DeLaRosa - Accounting major in college, tax consultant, business owner all brought together into financial services to help you get the most out of your money in the long run for you and your families secure future.
Book your complimentary appointment HERE!
760.579-1406 - sandra@LivingCleanAndHealthy.com
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