No matter your financial needs or goals, CALPRO’s team of experienced financial professionals will help you plan your personal journey to financial security. We offer a wide variety of services tailored to meet your needs.
A well-grounded financial strategy is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement; all of these seemingly disparate components come together under a unified financial strategy.
The scope of an effective financial strategy is comprised of the following key aspects:
Saving
Budgeting
Investing
Tax Planning
Insurance Planning
Retirement Planning
Estate Planning
Our high net-worth clients rely on us for wealth management that integrates investment advice and financial strategies to comprehensively manage their wealth.
For more complex needs that necessitate greater financial oversight and active management, we address areas such as income tax planning, trust creation, philanthropic planning, risk management, and the transfer of wealth, all tailored to every client’s unique needs.
By asking the right questions and doing in-depth analysis, we put in place a comprehensive wealth plan that reflects your values and priorities — now and for decades to come.
Retirement planning doesn’t start at retirement. It starts long before! Our Retirement Planning service takes a long-term view of your financial wellbeing. We use a life-cycle approach to ensure your life during retirement is as well-planned as your life prior to retirement.
Here’s what we do for you as part of our personalized Retirement Planning service:
Understanding your goals
Analyze your current financial situation
Develop the plan
Implement the plan
Provide you with advice on pension and benefit decisions
Assist with other facets of your financial life during retirement
Ongoing reviews
CALPRO nor any of its representatives or agents give legal or tax advice. For complete details, consult with your tax consultant or attorney.
