Who They Are

People Who Benefit Most From Working with California Retirement Advisors

California Retirement Advisors (CRA) provides specialized services and consultation in the areas of retirement planning and retirement wealth management. We deliver the most value to people who are seeking guidance in planning for retirement and/or managing their finances during retirement.

Our clients have enjoyed successful careers and often have been at the top of their respective fields of expertise or perhaps even own(ed) their own companies. But too often they neglected developing an actual financial plan for themselves to transition from a working life into retirement.

Our most successful clients are delegators. They’ve learned that in life, true wealth is not their money, but rather their time. Therefore, they delegate things they don’t have time to do, don’t understand or that they simply would rather not do on their own. When it comes to any of their financial planning concerns, they call us first, as they have learned that we simplify their financial lives by serving as their trusted primary contact for anything they need or anything keeping them up at night.

Most importantly, they realize there are no monopolies on good ideas, and they are open-minded to proactive advice often allowing us to better guide them. As their Personal Wealth Manager, they count on us to provide financial confidence at one of the most important times of their lives, retirement! Doing so can help them enjoy retirement as the best years of their lives.

Some of the common characteristics of our clients include:

  • Liquid Net Worth (not including house or other real estate) ranging from $500,000 to $5 million and up
  • A significant portion of their assets are often, but not always, owned inside of tax-deferred accounts – (IRAs, 401(k), 403(b), 457, Thrift Savings Plan, Annuity or other retirement account posing a pending tax problem.)
  • The majority of their current income resources are derived from a taxable pension plan and/or other taxable distributions, and they are continuously interested in methods to reduce taxes.

A few of the companies our clients work for or have retired from include:

  • Boeing
  • Northrop
  • Raytheon
  • Aerospace Corp
  • Parsons
  • Jacobs
  • CBS
  • LA County
  • USC
  • Kaiser Permanente
  • …and many more

Does this sound like you?

If you feel you don’t have the time, knowledge, or desire to plan and manage your retirement finances on your own and you would like assistance, we’d love to discuss how we may be of help. Please read on or contact us to arrange a complimentary initial consultation to help us determine if we may provide value to you.