Cal Retirement’s President Andy Barkate holds a Masters degree in Financial Planning, a destination held by less than 1% of those in the financial services industry. Over three decades in the industry, he’s helping thousands of individuals, families and small businesses design retirement plans specifically to fit each individual’s and businesses’ needs.
California Retirement Plans LLC specializes in Retirement and Financial Planning for Bakersfield, Ridgecrest and Lancaster retirees and soon-to-be retirees.
We’ve been helping individual investors and small business’ in Bakersfield, Ridgecrest and Lancaster conservatively manage their retirement assets for the past 28 years! We not only emphasize conservative investment and tax strategies, but predictable income planning. California Retirement Plans represents many of the country’s leading financial services firms.
Many of the financial services firms we represent offer something your current retirement plan provider won’t….guarantees!
They’ll secure your principal and income. And they’ll be happy to put it in writing.
We primarily provide financial planning and retirement planning services to Government (Federal & State) employers, Educators and Teachers of Bakersfield and Ridgecrest, as well as those from the private sector such Oil and Manufacturing industry in Kern County.
California Retirement Plans has maintained offices in Bakersfield, Ridgecrest & Lancaster for over two decades to effectively serve the investors of Kern Country.
We specialize in:
- Retirement Planning (emphasizing income generation)
- Financial Planning
- IRA, Roth IRA, IRA Rollovers
- TSP, STRS, PERS, CSRS
- 401k, Roth-401k, Profit Sharing and Define Benefit Pensions
- Non-qualified retirement plans
- Tax and estate planning
The retirement plans we build for our clients typically offer high fixed rates as well as “safety-nets”. Whether you want to use your retirement plans during your lifetime or pass them to your spouse or heirs, California Retirement Plans uses time tested financial planning strategies to safeguard principle while you’re here and effectively transfer your retirement plans to your heirs at the appropriate time.
At Californian Retirement Plans we strive to give our Bakersfield, Ridgecrest and Lancaster clients the competitive returns they need and deliver it with a very low risk level so they can sleep at night.
We believe that retirement is to be enjoyed! Let California Retirement Plans help you start enjoying yours……