Calrima Financial & Insurance Agency

Financial Pain Reliever (tm)

 

 

At CalRima our team identifies, isolates and eliminates financial issues that can impact your future, thus providing you with financial peace of mind during your retirement.

 

Give our team a call to findout what might be hidden from your financial view.  One thing our clients say is the complementary appointment was time well spent.  Our toll-free number is 866-589-9366.

Some of the items reviewed during our comprehensive review:

  • Life Insurance - term, whole life, universal, permanent.
  • Long-term Care - Is your plan appropriate?  Should you buy Insurance to protect your future?
  • Health Insurance - Do you have a Health Savings Account (HSA) are you fully funding it?  Is your health coverage appropriate for your needs?
  • Long-term Disability - does what you have cover you today? If not the insurance company won't honor a claim.
  • IRA Accounts - we start with 106 points on our check list.  Items that are commonly found to have issues are the beneficiary statement and what will happen with the account when you pass - what planning has been done (usually none).

If you want to settle your curiousity/concerns - and rest knowing you are covered - call us at 1-866-589-9366 toll-free.


 

or click

Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →