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Olena Guillermo, Financial Professional MassMutual PR

Casa
Puerto Rico
San Juan
Olena Guillermo, Financial Professional MassMutual PR

Soluciones a tus necesidades financieras

09/08/2023

When planning your estate, it’s important to act on advice from those with experience. Let’s walk through some common tools of the trade and see how they can benefit you. https://blog.massmutual.com/planning/estate-planning-households.

02/08/2023

69% of Business Owners say that keeping key employees loyal is a top priority. I can help you put the right plan in place to retain your best team members.

26/07/2023

Nearly half of business owners believe the value of their business will grow in the future, and most believe it will happen by strategically improving operations. I can help you plan for a more secure tomorrow – contact me today to discuss.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

26/07/2023

Is it time to refinance your student loan? Now that the federal student loan pause is over, you may want to weigh the pros and cons. https://blog.massmutual.com/post/refinancing-student-loans.

26/07/2023

The first step to embarking on any adventure? Figuring out where you want to go. Let’s run through MassMutual’s step-by-step retirement guide to make sure your plans are sound. https://blog.massmutual.com/retiring-investing/retirement-guide.

12/07/2023

Only 33% of business owners have identified a successor to the business. Putting a buy/sell agreement in place can offer you peace of mind and help grow business value. Let’s get started with your succession plan today.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

12/07/2023

Do you have a birthday coming up? Another year older means another year closer to retirement. Let’s make sure your money is working to meet your short and long-term goals. https://blog.massmutual.com/planning/birthday-finance-check.

28/06/2023

For many, finances are a source of emotional stress. But managing finances and managing emotions often follow the same path to success. I can help with your financial path.

27/06/2023

Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long-term disability (GLTD) through their employer may not realize that their coverage has limitations and can’t move with them. Contact me today to begin creating a portable protection plan by adding supplemental DI coverage. https://bit.ly/3pisqeu.

26/06/2023

The main reasons business owners say they’ll never leave their business? Missing their role as owner (62%) and having concerns about future financial security (60%). If you’re concerned about the latter, let’s connect. I can help you plan for a more secure future.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

21/06/2023

Engaging with impact investing can help you diversify your financial plan while ensuring that your money is helping create a better world. Let’s talk through how to invest in a way that can make things better. https://bit.ly/3JokWgC.

Dirección

MassMutual PR 273 Ponce De Leon Avenue Suite 1400
San Juan
00917

Teléfono

+19392468002

Página web

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Notificaciones

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