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.
