What we're about

At our core we make conversations about money comfortable, safe and secure. We educate people about various options for saving for retirement. From simple IRA solutions, 401k's, Cash Value Life Insurance, Medicare and Health Insurance.
We're not pitching, we're teaching.

One area that people are mighty curious about is self-directed IRA accounts. As someone who has extensive training from Ed Slott, we know you'll learn something you did not know before regarding your retirement account(s).

Of course, we do expect we will meet new people, people who may be appropriate for us to work with. Come join us for some educational group discussions once or twice a month.

If you have a specific area you would like to learn more about - let me know. Post suggestions to to the group or email me privately rickloek@gmail.com

Have an amazing day

Past events (15)

I'm presenting at the Note Investing Meetup

HomeTown Buffet

Getting to the Zero % Tax Bracket

Office of Calrima Financial

Photos (5)