Financial planning to help create lifetime income and your legacy
Our 3-Step Financial Process
See how it works
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Retirement Empowerment Plan, we’ll examine your current financial situation and determine your retirement needs.
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.
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:
Living longer in retirement, including how to potentially minimize taxes
Higher health care expenses, such as managing increased prescription-drug costs
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.