Teachers

For the pasted 29 years Cal Retirement has specialized in helping retirement minded individuals build, maintain and optimize their retirement and savings plans. We believe the safety and predictability should be the foundation of a well laid plan. Therefore, the programs we offer come standard with predictable returns, income guarantees, build-in liquidity, tax benefits and lifetime income options. Cal Retirement strives to put its clients on a path which will allow their retirement accounts to provide predictable, sustainable income, so they may enjoy a financially worry-free retirement .

We are proud that many or our long-term clients come from the education community. Over the years we’re become well aquatinted with Cal STRS, PERS and 403b. By intelligently integrating these programs together, educators can achieve a solid retirement plan which can become the foundation of successful retirement program.