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We make retirement
Simpler

Get the guidance you need to make informed and confident financial decisions.

Best Financial services in Bakersfield

Get started in

3-step

easy steps

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Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the California Retirement Plans process, we’ll examine your current financial situation and determine your retirement needs.

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Plan

Receive a custom strategy to help you reach your unique retirement goals.

FREE CHAPTER DOWNLOAD

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.

You’ll learn:

  • Common mistakes today’s retirees make
  • Assumptions that can be dangerous to follow
  • Obstacles today’s retirees face
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Need more info? On-Demand Webinars

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

No upcoming events.

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

Meet Our Founder

It’s our responsibility to assess your financial situation with integrity and transparency to help you build a strategy that works for you.
» Learn More

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Andy Barkate, M.S.
Founder/President

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

Picture Your Retirement

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.