Classes
California Retirement Plans LLC, is a Financial planning firm, that has specialized in retirement plans and retirement planning for individuals and small businesses of Kern County. We’ve been helping the investors in Bakersfield and Ridgecrest conservatively manage their retirement plans for over 25 years! We not only emphasize conservative investment and tax strategies, but predicable income planning. CRP represents many of the countries leading investment and insurance firms. This allows CRP’s clients to enjoy a level of financial expertise typically available to only the wealthy. CRP believes that retirement plans with strict risk controls and a conservative investment approach yields solid long-term returns at a risk level that allows you to sleep at night.
Our Specialty:
We focus on retirement planning through the proper use of IRAs, 401ks, TSP, Profit Sharing & Denfined Benefit Plans. We believe retirement planning should not put your money at risk. Therefore we recommend accounts that offer principal & income gaurantees, safety-nets and tax advantages.
We specialize in helping retirees and soon-to-be retirees as well as small and closely held businesses develop effective retirement plans, as well as assisting in the management of their retirement assets and retirement income. This is accomplished by utilizing financial planning techniques and investment areas which are safe, guaranteed and offer tax advantages.
Feel free to contact us for a list of affiliated firms, as well as their profiles and performance reports.
Our Information
Our bi-monthly on-line newsletter (complimentary) is aimed at keeping the investors of Bakersfield and Ridgecrest involved and informed with current economic and market trends, as well as other financial planning and retirment planning topics, such as taxes and estate planning.
From our site you can gather current quotes and news on individual stocks and mutual funds, and send us any messages and or questions. Here you can stay up-to-date on relevant financial topics through our on-line newsletter. Thanks for being here! We appreciate your visit.
Our Class Registration
“Retirement Income Planning” Class
Our next class will be in the first quarter of 2012. The date has not been determined yet. If you would like us to inform you when the data has been determined please fill out the attached form and we’ll make sure to keep you posted.
Our Philosophy
Our company is based on the principle that education and understanding of your current financial situation is essential to making prudent decisions concerning your financial future. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 800.914.6837.
