My name is Rosa Shala, CFP®, a Certified Financial Planner and Retirement Specialist, and I specialize in helping financially prepare my clients for retirement, often through the proper use of annuities. I help clients from all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can implement right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term, sustainable income—while also protecting your money—so that you can spend confidently when you retire.
I’ve been in the financial services industry for over 30 years and hold an economics degree from Columbia University. In addition to having co-authored a book, I had the privilege of having an interview with Kevin Harrington from Shark Tank, as well as collaborating with many notable names in the financial industry. I am also a member of Ed Slott’s Elite IRA Advisor Group, which enhances my expertise in retirement planning.
I was inspired to join this industry after helping my mother with her financial situation. Seeing so many people, especially women in similar situations—not knowing where to turn after the death of a spouse, divorce, or other life changes—fueled my passion for empowering people and helping them achieve their retirement financial goals.
When I’m not in the office, I enjoy spending time with family, traveling, reading, running, and serving in my church. I’ve been married for over four decades and have three wonderful children, two great sons-in-law, and two beautiful granddaughters. A favorite quote of mine is by Mark Twain: “Twenty years from now, you will be more disappointed by the things you didn’t do than by the ones you did do. So, throw off the bowlines. Catch the trade winds in your sails. Explore. Dream. Discover.” My goal is to help you confidently retire so you can explore, dream, and discover all that you desire in your retirement.
I reside in Florida, and even though my office is physically located in St. Augustine, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone or virtually, which means you do not need to leave your home or have to visit my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Rosa Shala
