Remember that all success is based on long-term commitment, faith, discipline, attitude and a few stepping stones along the way.
Life is not a problem to be solved, but a reality to be experienced.
Our mission is to bridge the financial gaps.
Certified Financial Fiduciary
Certified Social Security Claiming Strategist
Certified Financial Education Instructor


Many Americans are unaware of some of the challenges they will be facing in retirement, which will leave them with a much lower income than they are accustomed to during their working years.

“If you fail to plan, you are planning to fail!”
― Benjamin Franklin

Daniela Dubach

Videos / Podcasts


Money Mindset Makeover:
Transform Your Relationship with Money with Daniela Dubach

Play Video about The Baby Boomer Dilemma


A groundbreaking documentary that exposes the truth about traditional retirement planning and the dilemma facing Americans.

Financial Solutions

Start improving your finances today

Our highly unique retirement plans and concepts are unlike anything you have seen before.

Innovative planning strategies that create guaranteed income streams for you and your spouse, that you can NOT outlive; minimizing or offset having to pay higher taxes in the future; protecting yourself and your family in case of unexpected health concerns; and ultimately creating a legacy for generations to come.


It was such a pleasure to work with Daniela. Her professionalism and knowledge set me at ease. For the first time I don’t feel pressured into making a decision for something I don’t understand. She has always been available, even during off hours, returning calls and emails promptly. Daniela is approachable and reliable. Even when I forget to check on my accounts, she follows up to keep me up-to-date and to see how I’m doing.
Patty M.
- Burbank, CA -
Prior to meeting Daniela, I had gone to a few retirement/financial management seminars and continued to struggle with the process and I always left being more confused and overwhelmed. Daniela was able to plan out my financial future and retirement so meticulously that it gave me a peace of mind having a clear road map to my retirement. She went above and beyond to help me understand pension plans, life insurances and annuity. I truly recommend her over and over. I appreciate her professionalism but I also cherish the friendship we’ve developed.
Shannon F.
- Tarzana, CA -
Daniela has been wonderful to work with! So accommodating and patient, willing to take the time to customize my products to my specific needs! I can’t recommend her enough!
Debra M.
- Northridge, CA -
Just wanted to thank you for everything you do for us. The meeting really made us feel better. I’ve had several retirement people, but NONE cared like you do. We really appreciate that.
- Bakersfield, CA -
Daniela, thank you for all your expertise, help, knowledge and guidance. You were always so patient with all my questions. I appreciate you making me feel so comfortable and allowing me to trust in you. Thank you for checking in with me during the strike. You are very much appreciated! I have and will continue to recommend you with the world. Keep up your AWESOMENESS!
Ana B.
- Sylmar, CA -
Daniela helped me with setting up my life insurance and annuity. When contacted by life insurance agents previously I always felt a bit overwhelmed, not understanding completely how it works and could benefit me. Daniela took the time to explain and answer all my questions thoroughly. Her responses were always quick and with great attention to detail. She is very honest and trustworthy and I would definitely recommend to work with her.
Andrea L.
- Woodland Hills, CA -
I just want to say thank you very much for coming to our school and teaching us about the things we can do with our lives. It gave me so much information on what I can do to save up my money and how much time to do it. Thanks for taking the time out of your day to come and help.
Aliah (High school student)
- Antelope Valley, CA -