Pension Maximization & Social Security Strategist, Educator, Speaker
BE FINANCIALLY PREPARED FOR A SUCCESSFUL
RETIREMENT WITH 4 SIMPLE STEPS
“If you fail to plan, you are planning to fail!”
― Benjamin Franklin!
Many educators do not feel confident about having
ENOUGH MONEY FOR A COMFORTABLE RETIREMENT.
DON’T BE ONE OF THEM!
As a Pension Maximization & Social Security Strategist, Educator, and Speaker since 2009, I intimately understand the financial challenges that individual are facing today. Ironically, my own story includes some embarrassing money mistakes and lessons learned the hard way early on.
I am driven by the positive impact I can make on a person’s financial future by helping them navigate through the complexities of economic cycles and emphasizing the importance of retirement planning.
As the founder of Financial Literacy Institute Inc., I have conducted hundreds of live workshops, and educated thousands of individuals over the years. We help them implement the strategies and tools necessary to plan for a secure financial future and a stress-free retirement.
Are you a CalSTRS or CalPERS member?
I help educators maximize their CalSTRS/CalPERS Pension & Social Security Benefits. Retirement planning doesn’t have to be confusing or stressful. I teach a simple 4-Step process on how to boost your retirement benefits.
I can help you to discover:
- When and how to max out your pension or Social Security benefits
- The earliest you can take your pension or Social Security
- Different claiming strategies for Social Security
- How your pension can lower your Social Security benefits (Windfall Elimination Provision)
- How the new Secure Act 2.0 can impact your retirement planning
- Strategies on how to minimize the taxes you’ll have to pay in retirement
Don’t leave money on the table by making the wrong choice!
Retirement planning doesn’t have to be confusing or stressful. I teach a simple 4-Step process on how to maximize your retirement benefits.
My approach is different and innovative – maybe even revolutionary to some.
It is about maximizing what you have, minimizing taxes (not just now but in the future), putting “lazy assets” to work, and keeping more money in your control.
Prosperity is building a predictable, sustainable cash flow so that you can live your life fully without having to worry about running out of money or being a slave to the moods of the stock market or interest rates.
There are no minimums to work with me — just the desire and capability to save and invest.
Sharing her knowledge and experience at national industry summits with other financial professionals as a panelist and speaker.
Daniela has been conducting workshops in the private and public sector for over 10 years, educating thousands of public employees, business owners and their employees.
BE FINANCIALLY PREPARED FOR A SUCCESSFUL RETIREMENT WITH 4 SIMPLE STEPS
I help individuals assess their financial health and navigate through the oftentimes complicated retirement planning process by teaching them the 4 SIMPLE STEPS to a successful retirement.