Retirement Money is One of Your Largest Assets to Protect. Are You Working with The Right Advisor?
Your hard-earned money is at high risk for being lost taxes and fees if your advisor doesn’t know to ask you the right questions, isn’t aware of changes to the turbulent tax code, and/or hasn’t been trained in high-level retirement planning strategies.
Are you making the right moves with your retirement or are you building a savings account for Uncle Sam? The answer lies in education and working with a qualified advisor.
Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family. Christian Cordoba, President & Founder of California Retirement Advisors is a Master Elite Advisor Member of Ed Slott’s IRA Advisor Group and has been since 2006. Watch the videos to learn more:
401(k) and Retirement Plan Design for Business Owners
Are you a business owner and have a 401(k) Plan or any other type of retirement plan? Or would you like to establish one? California Retirement Advisors can help establish corporate retirement plans through the specialized experts at Cetera.
Our Cetera Retirement Plan Specialists have decades of experience and are highly educated in the fields of retirement plan creation and employee benefit plan administration. Key to the success of Cetera Retirement Plan Specialists is the leadership provided by their management team.
Cetera Retirement Plan Specialists:
Senior Vice President,
Retirement Plan Consulting
G. Neff McGhie III