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Using the California Retirement Plans process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
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Retiring in America Book: It's All About Income
Read Andy's book!
Look at retiring from a different angle. “Retiring in America” encourages you to challenge today’s conventional wisdom.
- Common mistakes today’s retirees make
- Assumptions that can be dangerous to follow
- Obstacles today’s retirees face
Need more info? On-Demand Webinars
Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.
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Discover how we help individuals and families achieve their ideal retirements.
Andy Barkate, M.S.
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