Individuals and Families

Building Financial Futures

Guiding you down a successful financial path.

We assist Individuals and Families prepare for their financial future. From planning for a life event to creating financial security, we offer options and resources to assist you.

It is important that you take the steps necessary to obtain the information you need.

Our goal is to provide the tools and knowledge necessary to make educated decisions about:

  • Retirement Planning
  • Income Replacement
  • Fixed Annuities
  • Life Insurance
  • College Funding
  • Long Term Care
  • Funeral Expenses
  • Disability Insurance

Teachers and Public Employees

Let's start to plan your family's insurance needs.

About Us

Based in beautiful Southern California Wine Country, Calculated Insurance was founded in 2006 and incorporated in 2009.

Get In Touch

28936 Old Town Front Street
Suite 206
Temecula, CA 92590