Services Offered
Retirement Strategy Planning
Personalized plans for IRAs, 401(k)s, and savings to optimize retirement goals and financial security.
Tax Planning Services
Expert guidance on tax-efficient strategies to minimize liabilities and enhance investment returns.
Investment Management
Multi-faceted investment advice to maximize returns and manage portfolios for long-term growth.
Financial Education Sessions
Free, detailed consultations to educate clients on complex financial concepts in easy-to-understand terms.
Personalized Financial Reviews
One-on-one assessments to tailor plans to individual situations and make timely adjustments as needed.
Reviews
5(5 reviews)
Rating Distribution
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William P.
via Google
5 months ago
Andy Barkate, his family, and team are the best! He is very insightful, Andy will sit with you and explain everything in great detail and if changes need to be made, he will make them right away. He wants to make sure that you have the best Returns on your money. We highly recommend them.
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Jeff Smithvia Google
5 months ago
I really enjoy my visits with Andy. He is well educated with tax planning and retirement strategy. If you have some savings , IRA or 401k plan it would be a benefit to get a visit with Andy. He is not pushy and genuinely interested in your individual situation. Thanks Andy for the education you have provided to me free of charge and I look forward to doing retirement with your guidance.
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Mary Westvia Google
5 months ago
Andy is very knowledgeable about his business and has helped me so much with my personal finances. I highly recommend him for any of my financial needs.
J
Jerry Settelmeyervia Google
6 months ago
Andy is great to work with excellent advice and a multi faceted plan for retirement. Service is extremely affordable. He is working on text notifications which will make the service even better. Highly recommend!
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Amy E.via Google
about 1 year ago
I can't say enough great things about Andy Barkate and California Retirement Plans! Andy is exceptionally knowledgeable, professional, and genuinely dedicated to his clients' financial well-being. He takes the time to break down complex retirement planning concepts into clear, easy-to-understand terms, ensuring you feel confident in every decision. For anyone looking for trusted, expert guidance to secure their financial future, I highly recommend Andy and his team!
