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Services

How We Work

Our firm specializes in helping individuals develop sound investment and retirement strategies.

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.

We offer personalized, hands-on service for all our investors.

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of investing today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Alternative Investments

Bonds

Common Stock

Mutual Funds

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Managed Stock Market Portfolios

Treasury Bills

Treasury Notes

Government Securities

Fixed Indexed Annuity

Variable Annuity

Real Estate Exchanges

1031 Investments

Regulation D Programs

Non Traded REITS

Private Placements



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Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Property and Casualty Insurance

Health Savings Accounts (HSA Accounts)

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kelley@californiawealthadvisors.com | (805) 941-0444