Our Services

At CalRima we identify, isolate and help eliminate financial issues that could impact your future.  By addressing these issues you'll have peace of mind regarding your financial future.

As a fee based Advisor we are able to render second opinions to confirm what you are doing is appropriate for you or simply expose red-flags you need to address with your Advisor.

When your current Advisor took the time to review exactly what recommendations were made and how they will protect your future - how was that process for you?  It might not be that important as you can always scale back later in life or return to the workforce.

Our initial consultation is complementary - would a second opinion ever be a waste of your time?

Here are some of the areas we discuss during our complementary consultation...

· LEARN: If double digit interest rates are possible without stock market risk.

· ANNUITIES: The good, the bad and the ugly.

· LEARN: Ways to pay for long-term care or terminal illness while protecting your retirement assets.

· CAN YOU: Lower or eliminate taxes on Social Security?

· LEARN: If you can live tax free on your retirement monies.

· RETIREMENT: Maximizing retirement income while minimizing or eliminating risk to your assets.

Click  'Contact us' and request we contact you or just pickup the phone and call us toll-free 866-589-9366 to schedule you complementary appointment.