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310-299-7537
24021 Hawthorne Blvd. - Torrance, CA 90505
NEW TAX RULES & STRATEGIES:
Learn why planning for taxes is so important to a successful retirement and how to maximize your lifetime income.
INFLATION & INCOME PLANNING:
Learn how to create a successful retirement income plan that helps provide flexible solutions designed to last your lifetime.
THE NEW NORMAL ECONOMY:
Learn how the COVID-19 market crash and pandemic spending changed risks for retirees in the "New Normal Economy".
MANAGING RETIREMENT RISKS:
Learn strategies to help protect and grow your retirement income by managing increased stock and bond market risks.
An astute professional who has 22+ years experience as an
Certified Tax Advisor
Fiduciary Advisor
Certified Social Security Claims Strategist
Founder and President of Strategic Asset Preservation, Inc,
Recognized and published by Forbes for her Social Security expertise
Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
She has been recognized in the Wall Street Journal for her leadership role.
Security Investment Management and Strategic Asset Preservation, Inc are independent of one another.
Not affiliated with the Social Security Administration...
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