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SS COLLECTIVE

EDUCATION & SOLUTIONS THROUGH FINANCIAL EMPOWERMENT

Specializing in Financial Literacy, Insurance, Annuities & Retirement 

PRACTICE AREAS

ABOUT US

What makes the SS Collective different?

The SS Collective's mission is to provide families with tools & resources to establish generational wealth, while also offering businesses a blueprint to sustain viability. With a focus on financial education, our goal is to establish an allyship that empowers clients to reinforce their financial foundation.

The Collective takes a comprehensive approach to curate solutions that fit various budgets. Our strategies are designed to help business owners & families GROW, SAVE and PROTECT their income/assets against taxes, inflation and risk.

Financial security and protection for families and businesses is our top priority. We offer a one stop shop experience that aims to improve the trajectory 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

*Complimentary Consultation with any requested service

FINANCIAL LITERACY

We provide financial literacy workshops covering key financial concepts aimed at enhancing personal knowledge on understanding your money matters. Our goal is to enable you to establish or improve your financial foundation to aid in the creation of generational wealth.

Group meetings and

one-to-one sessions available. 

Join our email list for upcoming events

Register for a workshop

ANNUITY & RETIREMENT

Longer life expectancy in Americans is attributed to innovations in the medical industry.  This and other factors are causing individuals to outlive their retirement income. 

Let us show you how to maximize your savings, create additional streams of supplemental income and allow opportunity for wealth transfer via a 

Personal Financial Checkup

BUSINESS TAX

Imagine what you can do each year if you weren't forced to pay more than you need in taxes. Our clients have access to a team of 15+ tax & attorney professionals who will provide you advanced tax code strategies to help your business reduce its tax impact.  

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 collective is expanding. Be a part of a recession proof trillion-dollar industry that can provide additional financial security and flexibility. Having increased cash flow can help you pay off debt(s), accumulate funds towards a down payment on a home, travel, special occasion, etc. We are on a mission to educate and empower 10,000 families!

Put yourself in a better position to be prepared for the "What If's" in life.

JOIN NOW!

HOME & AUTO INSURANCE

Interested in a home or auto quote for your personal or business needs, please schedule an appt now: 

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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