Retirement Planning 101

Income, Investing, &

Tax Saving Tactics

Retirement Planning 101

Income, Investing, &

Tax Saving Tactics

California Retirement Advisors (CRA) was founded in 1997 with the goal of offering clients financial retirement advice beyond merely buying investments.

We genuinely believe that smart financial knowledge and decision-making, especially with IRAs and 401(k)s, can help people plan, manage and monitor, their income, investments, and the distribution of their wealth, so they can live a better and stress-free retirement.

If this resonates with you, we would love to hear your story. Contact us today so we may answer your questions and learn how to get started with our CRA-VE Advisory Process!

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Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CA Insurance license #0B09076. CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. This is being provided for informational purposes only and should not be construed as a recommendation to buy or sell any specific securities. Past performance is no guarantee of future results, and all investing involves risk. The views expressed are those of California Retirement Advisors (CRA) and do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. CRA, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.