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Financial Planning

Financial Freedom Formula Guide
Congratulations on committing to live a richer and more fulfilling life! Our goal is to provide you with the resources you need to master money and create wealth so you can live a financially free life you love!
Click here and download the Financial Freedom Formula Guide.
Should I Purchase Pet Insurance?

Should I Purchase Pet Insurance?

If you’re like many of my clients, your pet isn’t “just an animal”; they’re family. As the cost of care for furry friends continues to … [Read more...] about Should I Purchase Pet Insurance?

4 Questions to Ask Your Financial Planner

4 Questions to Ask a Financial Planner – Ep131

The right financial planner can be a game-changer in your plan to create a secure financial future you love. One of the best places to start … [Read more...] about 4 Questions to Ask a Financial Planner – Ep131

Hybrid Long Term Care Insurance: What You Need to Know?

Hybrid Long Term Care Insurance: What You Need to Know?

One thing I know for sure is that one of the fastest ways to undermine a secure retirement plan is failing to prepare for unexpected … [Read more...] about Hybrid Long Term Care Insurance: What You Need to Know?

Avoiding the Silver Squatters Trap

Avoiding the Silver Squatters Trap – Ep130

Imagine waking up to a parent, relative, or friend who refuses to leave your home. Well, for many, it is a painful reality that can wreak … [Read more...] about Avoiding the Silver Squatters Trap – Ep130

When Should I Hire a Financial Planner

When Should I Hire a Financial Planner? – Ep129

People often ask me when they should hire a financial planner. The answer depends on each individual. Today, we discuss the considerations … [Read more...] about When Should I Hire a Financial Planner? – Ep129

What to Do If You're Sued or Fired Before Retirement

What to Do If You’re Sued or Fired Before Retirement or After – Ep127

A lawsuit or job loss can be devastating at any point in your life. Today, we dive into insight on what to do if you get sued or fired … [Read more...] about What to Do If You’re Sued or Fired Before Retirement or After – Ep127

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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