At CalRima our team identifies, isolates and helps eliminate 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