2937 Veneman Avenue,
Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or saving for retirement. It’s about aligning your wealth to fuel your life and legacy goals. Let us help you and your loved ones put your best plan forward.
Running a business can be exhilarating but all-consuming. Let us help you protect your family and your business by building a plan that considers your full financial picture.
Life changes. We understand the complexities of life including the death of a spouse, the birth of a grandchild, going through a divorce, or the sale of a business. We partner with you to help create a plan that covers all “what ifs” life throws your way.
California Asset Management (CAM) proactively partners with plan sponsors and organizations, seeking to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide exceptional service.
Types of Plans Served:
California Asset Management (CAM) seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the plan’s unique needs. And, every client is surrounded by a dedicated advisory team that employs its industry knowledge along with premier technological tools to enhance the overall service experience.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Variable AnnuitiesFixed Indexed AnnuitiesDeferred Income AnnuitiesVariable Universal LifeIndexed Universal LifeTerm Life
Whole LifeUniversal Life
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