Empowered Retirement

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Financial planning to help create lifetime income and your legacy

Our 3-Step Financial Process

See how it works

  • 1

    DISCOVER

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

  • 2

    EVALUATE

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

  • 3

    PLAN

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

Need more info?

View Rosa’s Latest Webinar

Request instant access to Rosa’s latest webinar video to learn more about retirement income strategies, wealth management and more.

Instant Download

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

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    Living longer in retirement, including how to potentially minimize taxes

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    Higher health care expenses, such as managing increased prescription-drug costs

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    Long-term care, including a strategy to address in-home caregiving expenses

Begin the journey toward your ideal retirement

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Shala Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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