The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.
Our mission here at California Educators is to help people discover the best and most competitive options available for retirement income planning. That means considering income, asset protection, potential growth, the impact of inflation, taxes and estate planning, and the guidance to learn ways to make more informed financial decisions for yourself.
MICHAEL SNOWHITE, CRFA™
Certified Financial Fiduciary®
JONATHAN VASQUEZ Certified Financial Fiduciary®
V.P. OF OPERATIONS
GABY PORTILLO-HEMMIE OPERATIONS MANAGER
ALEXIS VASQUEZ STRATEGIC PARTNER
At California Educators, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age.
We pride ourselves on developing thorough, written retirement plans and "micro managing" every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of you life.
Income & Expense Analysis
Maximizing Social Security Benefits
Planning for Spousal / Survivor Benefits and Income in Retirement
IRA / 401K Asset Planning
Roth Conversion Analysis
Tax Minimization Planning
HEALTH CARE PLANNING
Long Term Care Planning
Medicare / Health Insurance Planning
"Education is the passport to the future, for tomorrow belongs to those who prepare for today."