Empowered Retirement

Shala Financial

Empowering individuals through life transitions with a roadmap to Dream, Plan and Enjoy.

The Shala Financial Difference

At Shala Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

A life of freedom to become the person you want to be, doing the things you want to do, with the people you want to be with, making the difference you want to make. This book will show you how to RETIRE ABUNDANTLY.

Request instant access to Rosa’s book to learn more about her process.

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Rosa, Thanks for taking care of people & helping us live more peaceful.

Kim B.
FL
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I have known you for 15 years. You have gently guided me through all my business transactions and helped me as a friend to put my life in order. I am 81 and have been widowed for 7 years. You met my boys and never forget to ask about family. When we get together, it’s a joy to catch up and you always spend time and never too busy to listen to my troubles. When we met I met I knew you were a Christian lady who gives her all. Blessings.

Pat G.
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I want to thank you for all that you have helped me and advised me with my investments for retirement. When 2 years ago, I was losing money in the wrong investments, you came to help me and change the whole situation. Today, I’m no longer losing, but yes adding. Since I started late in age, I do not have more time to lose. I hope that in the future you will be my children’s financial advisor too. Once again, Thank you very much and also thank you for your help with my income tax problems. God bless you.

Celia A.
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Having lived for 18 years in Nevada and satisfied with the established business arrangement with my stock advisor, I didn’t think I needed advice about financial matters. But I was wrong. After you invited me to your seminar about financial planning, I decided to get another opinion. And very glad I did! You helped me to see what was likely to happen to me if I didn’t plan a better route for the rest of my life. Now that it is all transferred and settled into a more secure plan, I can relax and not worry about the market yoyoing and taking my investments with it. I can’t thank you enough and offer my service, if you need a confident client to encourage possible new ones, to share my testimony with. Many, many thanks.

Dianne K.

Our 3-Step Financial Process

SEE HOW IT WORKS

DREAM

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

PLAN

Using the Retirement Empowerment Plan ™, we’ll examine your current financial situation and determine your retirement needs.

ENJOY

Receive a custom strategy to help you reach your unique retirement goals.

What’s Your Plan For Retirement?

Our Partnerships

Our Collaborative Network and Impactful Support

Try out our tax calculator to discover your retirement bill.

Contact Me

Email
Location

320 High Tide Drive, Suite 101
St. Augustine Beach, FL 32080

Phone

352.207.7920

Toll Free

888.887.4252

Fax

888.879.6044

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