CONNECT with Us for a
Free Retirement Analysis
1> Complete the questionnaire in about 10 minutes, using your data.
Get your financial score!
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2> Schedule a follow-up (video call) to review the red and yellow areas. Receive your actionable written report. Via Email
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3> This report is valued at $150.00, including 9 financial points addressing your short- and long-term goals.
Free to You!

Empower your family and friends with this insightful software. Let us know who else might benefit from our technology and expertise!
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Want to test your financial knowledge?
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Take a Financial Literacy Quiz.

Thank you for   
"Your Time"!
It's the Most Valuable Commodity We Possess 


Sincerely, 
Julius E.
 Guerra &
Seth A. Guerra

Father & Son Team
Licensed & Insured
Professional Educator Since 2009
Financial Professional Since 1994


Book a Free 30 Min. Appt.
In-Person or Video
Also, Chat with Libby
the AI Bot on the screen.

Guerra & Guerra Financial Services
Port Saint Lucie, FL 34953, US

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RealSteps Financial Literacy Course by Mr.G by Julius E Guerra is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.