Do your due diligence on us
Bring your questions. We’ll explain how we work, what we’d look at in your situation, and whether it makes sense to keep talking.
For households with $2M+ in investable assets
Some retirement decisions you only get to make once. Talk them through in a 20-minute due-diligence call.
Speak with a licensed CRA advisor. No decisions, just honest answers about whether we’re the right fit. Bring your questions. We’ll explain how we work, what we’d look at in your situation, and whether it makes sense to keep talking.
- 20 minutes
- With a licensed CRA advisor
- No decisions
- No preparation needed
We take on a limited number of new families each year.
Book your call
Schedule your 20-minute call.
All times are Pacific. You'll get a confirmation and a reminder before the call.
- 1Pick a time
- 2Add your name & phone
- 3We call you
Don't see a time that works? Call 888.643.7472 and we'll find one.
What happens on the call
Twenty minutes. Three things.
You lead the conversation. Here's how most people use the time.
Talk through the decisions you only get to make once
Social Security timing. Roth conversions. Required minimum distributions. And in California, the tax stakes are higher.
Check the whole picture
Are your investments, retirement income, taxes and estate plan connected, or running in silos? You stay in charge of every choice. We keep the pieces working together.
Why California Retirement Advisors
Retirement specialists, not generalists.
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97Since 1997
Nearly three decades
Specializing in retirement for Californians.
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FFiduciary
Your interests first
Advice in your best interest, with transparent costs.
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IIndependent
Independent advisors
Holistic planning beyond merely investments.
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1KFamilies served
1,000+ families
Families served across generations.
Is this call right for you?
For households with $2M+ in investable assets.
A good fit if you…
- Are planning for retirement, whether it’s decades away or already here. It’s never too early to start
- Have $2M+ in investable assets across IRAs, 401(k)s, brokerage accounts or company stock
- Want a second opinion before a big decision
- Would rather delegate than do it all yourself
Probably not for you if…
- You're looking for stock tips or a quick trade
- You want to manage everything on your own and only need a one-off answer
Questions
Before you book
Is this a sales call?
No. It’s a 20-minute due-diligence call. No decisions, just honest answers about whether we’re the right fit. If we can’t provide worthwhile value, we’ll be the first to tell you.
Who will I be speaking with?
A licensed advisor on the California Retirement Advisors team. We've specialized in retirement planning for Californians since 1997.
How do you get paid?
It depends on the service you choose, from fee-only financial plans to a percentage of the assets we manage. We're transparent about costs. Once we understand your needs, we'll walk you through your options before you commit to anything.
Do I need to prepare anything?
No preparation needed. Just bring your questions. If it helps, jot down the one or two decisions on your mind, like Social Security timing or a Roth conversion.
Who do you work with?
We work with households with $2M+ in investable assets, and we take on a limited number of new families each year.
What happens after the call?
Nothing, unless you want it to. If it makes sense, we'll suggest a next step. If not, you'll still leave with clearer thinking about your situation.
You’ve built real wealth. Is anyone checking the whole picture?
Start with a 20-minute call with a licensed CRA advisor. No preparation needed.
Schedule your callPrefer to talk now? Call 888.643.7472.