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Who We Work With

Pre-Retirees and Retirees

Pre-Retirees and Retirees

We offer comprehensive financial planning and investment management for retirees and those nearing retirement. Our philosophy focuses on developing personalized financial plans that are independent of specific investment options.


Our approach focuses on asset protection, preservation and creating a retirement income plan. We specialize in tax minimization, Social Security optimization and legacy planning, helping you have the confidence to fully enjoy your retirement years. Our retirement income planning is reserved for portfolios of $500,000 or more, allowing us to create sustainable lifetime income tailored to your needs through our proprietary Advanced Time Segmentation® (ATS) Wealth Analysis.

Secure Your Dream Retirement with Our Personalized Planning

Planning for retirement can be overwhelming, and you likely have a lot of questions on your mind. At Cuba Financial Group, we're here to help you navigate, plan, and prepare for the retirement of your dreams. Our goal is to provide you with caring and thoughtful service that brings you confidence and assurance throughout every step of your financial journey, including retirement. We'll help you ask the right questions and find tailored solutions that fit your unique circumstances. Some of the questions you may have include:

  • Q: Should I pay off my mortgage before I retire? And how do I manage to pay down my other debt while also saving for retirement?
  • Q: What should be my retirement savings goal?
  • Q: Should I max out my employer matching contributions to my workplace retirement plan? What else should I be doing?
  • Q: What’s an appropriate investment strategy for someone in my current situation and life stage?
  • Q: How should I save and pay for my kids’ college education?
  • Q: I need to care for my aging parents. How can I work this into my financial plans?

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

AdviceWorks: Creating Custom Financial Solutions

AdviceWorks: Creating Custom Financial Solutions

AdviceWorks is an innovative technology that allows us to create customized solutions tailored to your unique needs and goals. With AdviceWorks, we can help you make informed decisions and pursue your financial objectives with confidence. Say goodbye to the hassle and confusion of financial planning and let us help you focus on what really matters to you.

Our Services

Caring, personalized service from our advisors and our team designed to deliver delightful experiences.

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Contact Us

Contact us today and let us help you navigate your finances so you can live a comfortable and purposeful life.

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Our Team

We’re proud to carry the Certified Wealth Strategist® designation. We deliver holistic, goal-based solutions.

Meet the Team