Products & Services

Thank you for visiting California Retirement Plans LLC.

California Retirement Plans LLC. through it’s corporate relationships can conservatively manage your retirement assets using the following investment areas and managers:

Investments Areas and Services

  • Tax advantages investments
  • Corporate Pensions
  • Profit Sharing Plan
  • IRA Rollover Accounts
  • Index Annuities
  • Estate Planning
  • Fixed Annuities
  • 401(k), 412(i) and 457 deferred comp.

Employer/Employee Benefits Plans

  • 419 Welfare Benefits Plans
  • Traditional IRA Roth IRA
  • SEP IRA

  • Simple IRA
  • Education IRA
  • 529 education plans
  • Structured Settlements

Affiliate Relationships

  • Transamerica
  • ING
  • Manulife
  • John Hancock
  • Met Life Investors
  • Pacific Life
  • Allianz
  • Fidelity & Guaranty
  • Lincoln National
  • Lincoln Benefit
  • Midland National
  • Sun America
  • Equitable Life
  • Jackson National
  • GE Financial
  • Mass Mutual
  • Ect. Ect…

We have knowledgeable financial advisors that will help in

  • Retirement plan design and management
  • Asset allocation analysis
  • Employee/Employer Benefit Plans
  • 401 (k) plan design
  • IRA Rollover planning
  • Retirement income planning
  • Money purchasing plan
  • Profit sharing plan
  •  Non-qualified Retirement Plans
  • Section 419 and 79 benefit plans
  • Structured Settlements
  • Estate planning
  • Financial Planning
  • Tax Planning
  • College Planning
  • 403 (k) Planning
  • Long-Term Care Insurance

California insurance license number 0803635

California Retirement Plans LLC is neither a licensed securities broker/dealer nor a Registered Investment Adviser. Any discussion regarding retirement planning should not be construed as investment solicitation or investment advice.

 

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Bakersfield (661) 631-4355

Lancaster (661) 631-4355

Ridgecrest (760) 371-2115

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