Would you consider yourself
High Net Worth?
At California Retirement Plans, we define high net worth individuals as everyday people who have worked hard to build meaningful savings. Many of our high net worth clients earned their status through decades of hard work, education, careful planning, business success and/or inheritance.
Help Preserve Your Wealth with a Plan
Navigating financial decisions can be complex — especially if you’re working with significant assets. That’s where we step in. Our team provides tailored, integrated services for individuals and families looking to make the most out of their resources.
Our goal is to simplify the process and work collaboratively with you to make confident, informed decisions about your financial future.
If you’ve accumulated meaningful assets, you're likely:
Seeking ways to reduce taxes, including income taxes, capital gains taxes or estate taxes
Thinking about selling or transferring key assets like real estate, a large stock position, or your company
Wanting to align your finances with your personal and legacy goals
Looking for clarity and simplicity in weighing your financial options
Ready to work alongside a team that values your aspirations and helps make them a reality
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. With your permission, we can also collaborate with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We Can Help in the Following Areas:
You've worked hard for your wealth — let's help ensure it works just as hard for you.
If any of these concerns sound familiar,
Let’s Talk.
Great conversations start with great questions. We’ll explore your concerns, goals and dreams, so we can help you chart your course with ease and confidence.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
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