retirement
readiness
Take control of your retirement and finance planning today.
Retirement Readiness
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Rosa Shala, CFP®
FOUNDER
Rosa Shala has helped families work toward their financial dreams since 2000. She primarily focuses on assisting people through purpose-based investing, creating lifetime income and leaving a legacy of wealth and wisdom for their loved ones. Rosa is passionate about helping people prepare for retirement and she focuses on building relationships with each and every client.
A graduate of Barnard College at Columbia University, Rosa holds her B.A. in economics. She has earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and she has passed the Series 65 securities exam. She also holds her life and annuity insurance licenses.
Rosa is highly involved in several industry organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). She is also a member of the National Association for Female Associates as well as Toastmasters International. She frequently hosts informational workshops on retirement topics and has been featured in Forbes and The Women’s Journal.
Rosa and her husband have been married for nearly four decades and have three amazing children, one son-in-law and a beautiful granddaughter. Away from work, she loves spending time with family, traveling, reading, running and serving in her church.
Schedule an appointment for your complimentary
Retirement Analysis
In this analysis, you’ll discover…
How to help simplify the issues critical to your retirement.
How to transition from a savings plan to
an income plan.
If adjustments are needed to your current retirement strategy.
A plan that’s aligned to maximize your retirement.
You’ll have a process to act as a guide as you go
through your retirement.
Our Mission
We help advance the retirement readiness of women, widows and divorcees to get the most from their retirement savings.
Complimentary
Ebook
In this eBook you will learn…
How long your money will last if you stop working today.
The appropriate spending rate for your retirement savings.
The pre-retirement income needed to maintain your current standing of living.
How longevity affects funding your retirement.
And much, much more!
Still have questions about your financial future? Our team is here to help.
You’re one click away from expert answers to your most critical retirement questions.
Contact Me
Location
320 High Tide Drive, Suite 101
St. Augustine Beach, FL 32080
Social
Phone
352.207.7920
Toll Free
888.887.4252
Fax
888.879.6044
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