Planned Estate Services, Integrity in Life Planning Since 1973
Planned Estate Services- Integrity in Life Planning Since 1973

Whether it's planning for your child's college education,

retiring when and how you want to,

or making sure that your business is working for you,

we are here to help you achieve your goals.

 

For a no-cost consultation with one of our associates

please call (805) 367-2041.

 

 

I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Life Expectancy Calculator

What is your life expectancy?

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

More Newsletters →