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Products & Services

At Calandra Financial Services, we provide assistance in the following areas:

Investments

  • Mutual Funds 
  • Managed (Advisory) Accounts 
  • Brokerage Accounts 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • College Savings Plans
  • Variable Annuities
  • Fixed Annuities
  • 401k
  • 403b

Financial Planning

  • Cash Flow Planning
  • Net Worth Planning
  • Retirement Strategies
  • Investment Education
  • Wealth Accumulation Strategies 
  • Disability Insurance
  • Long Term Care 
  • Estate Planning Strategies

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance