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 What’s ours is yours.

Take a look in our toolbox. 
Here, you’ll find a variety of calculators, videos, and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you!
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Calculators

Sequence of Returns Calculator
Retirement Income calculator
life insurance calculator

Videos

Strategic Financial Planning
 
Whose Your Sherpa?
 
​401(k) Rollover
 

Download your complimentary guide!

Download and read our complimentary, no-obligation guide, “10 Steps to a Successful Retirement.”
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Download Now
Standard and First
1055 E. Colorado Blvd. 5th Floor
Pasadena, CA 91106

1420 N. Claremont Blvd. Suite 101-B
Claremont CA 91711

Ph. (818) 266-8499
Fx. (818) 440-5001​
Em. [email protected]
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Licensed Insurance Professional.  Respond and learn how life insurance and annuities can be used in various planning strategies for retirement.  This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 17874 - 2018/8/1
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