Teachers and Public Employees

Building Financial Futures

Planning for Your Retirement.

As a primary focus, we specialize in assisting Teachers and Public Employees plan for their future and address a wide range of Insurance and Financial needs. Understanding your Retirement and Insurance Benefit Options is an area of your planning process that should be addressed as early as possible.

The amount of time and knowledge you have can drastically impact your planning goals. It's important that you take the steps necessary to obtain the information you need.

Regardless of your age or the stage of the planning process you're in, we can assist you with:

  • Understanding Your Retirement & Insurance Benefit Options
  • Providing Current & Future Needs Analysis
  • Creating or Reviewing Your Retirement Plan
  • Retirement Income Goal Setting
  • Maximizing Your Employer Benefits
  • Evaluating Supplemental Retirement Options
  • Addressing Inflation's Impact on Your Retirement
  • Calculating Your Retirement Age

Teachers and Public Employees

Information and Questions

Here are some things to think about when it comes to Insurance Services for Teachers and Public Employees

Inflations Impact on Retirement Income.

What Assets are Taxable

When/How to Access Social Security Benefits.

How to Maximize Pension Benefits.

What Retirement Options are Available.

Spouse's Income Effect on Your Retirement.

How to Supplement Your Retirement Income

What age am I going to retire?

How much income will I need?

What assets will/do I have?

How much should I be saving for my Retirement?

What types of Retirement Plans are available to me?

Why should I be saving for my Retirement?

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