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SS COLLECTIVE

EDUCATION & SOLUTIONS THROUGH FINANCIAL EMPOWERMENT

Specializing in Financial Literacy, Insurance, Annuities & Retirement 

PRACTICE AREAS

ABOUT US

What sets the SS Collective apart?

The SS Collective's primary objective is to equip families with the tools and resources necessary to build generational wealth, all while providing businesses with a clear roadmap for maintaining long-term viability. Our central focus is on financial education, and our mission is to create a partnership that empowers our clients to strengthen their financial footing.

The Collective employs a holistic approach to curate solutions tailored to various budget constraints. Our strategies are meticulously crafted to assist both business owners and families in achieving growth, savings, and safeguarding their income and assets against factors such as taxes, inflation, and risk.

Our utmost concern is ensuring financial security and protection for families and businesses. We offer a convenient one-stop-shop experience designed to positively influence the course of your financial future.

WHAT WILL YOUR LEGACY SAY ABOUT YOU? 

We Look Forward to Working with You.

OUR VISION
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SERVICES
& WORKSHOPS

FINANCIAL LITERACY

We offer workshops on financial literacy that encompass essential financial principles with the aim of enriching your personal understanding of financial matters. Our objective is to empower you to either build or enhance your financial groundwork, ultimately contributing to the generation of long-lasting wealth.

Group meetings and

one-to-one sessions available. 

Join our email list for upcoming events

Register for a workshop

ANNUITY & RETIREMENT

The extended lifespan of Americans can be attributed to advancements in the medical field, among other factors. However, these developments, along with other circumstances, are leading individuals to outlast their retirement funds.

Allow us to demonstrate how you can optimize your savings, establish additional sources of supplementary income, and open up opportunities for wealth transfer through a

Personal Financial Checkup

BUSINESS TAX

Consider the possibilities of annually retaining more of your earnings instead of paying unnecessary taxes. Our clients benefit from a dedicated team of over 15 tax and legal experts who offer advanced tax code strategies aimed at helping your business minimize its tax liabilities.  

If you owe 10k or more in business taxes request your Complimentary Consultation now.

MORTGAGE PROTECTION

The average homebuyer commits to a 30-year home loan. Protect your valuable asset with affordable coverage that provides financial security when faced with a life event. 

Request a Protection Assessment

LIFE INSURANCE 

Life insurance is a key component of your financial foundation which can protect your assets due to loss of income or other unexpected events. Do you have life insurance? If yes, when was your last policy review?  Does your insurance contain new enhancements? 

Whether you are seeking coverage, have an existing policy and/or want to learn more about protecting your income & assets through Life Insurance schedule a

Intro to Insurance or Policy Review

OPPORTUNITY (PLAN B)

Our group is expanding, and we invite you to join a thriving industry that is resilient against economic downturns, potentially offering greater financial stability and flexibility. Enhanced cash flow can assist in paying off debts, saving for a home down payment, funding travel, celebrating special occasions, and more. Our mission is to educate and empower 10,000 families!

Position yourself for a more secure future and better prepare for life's unexpected challenges.

JOIN NOW!

HOME/AUTO,
COMMERCIAL INSURANCE

If you're seeking a quote for your home, automobile, or business, we search for the most competitive rates that align with your specific requirements and objectives. 

Request a Home or Auto Quote

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The Washington Family

As the matriarch, someone taught me the importance of borrowing from myself which afforded me the opportunity to put a down payment on our first home. I want the generations after us to know about the multiple benefits that comes from financial literacy.

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The Martinez Family

For us life insurance provides peace of mind in knowing our family is protected, especially during uncertain times.

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The Briggs Family

I know what it is like to be diagnosed with a critical illness, survive and not have the funds in place to cover excessive medical cost. I don't want my kids to have to ever personally experience that.

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The Young Family

Having Life Insurance means access to reserve of cash to cover the kid's college expenses and paydown or payoff our mortgage

CONTACT

CONTACT US

OUR ADDRESS

SS Collective

PO Box 5522​

Concord, Ca. 94524

Email: info@thesscollective.com

For any general inquiries, please fill in the following contact form:

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