Client Relationship Team

We are dedicated to helping investors find their road to success in retirement. While your financial well-being is our business, it’s the relationships we build that make this road both special and effective.

Our Process

Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life.
  • Income Planning
  • Investment Planning
  • Tax Planning
  • Healthcare Planning
  • Legacy Planning

"Paving your road to success is simple with Calandra Financial. Our proprietary “Retire Road” planning process helps you develop a holistic plan for your entire financial life. It consists of five key components of retirement planning."
- Phil Calandra

Retire Road Vlog



Maximizing Your Retirement Income

September 21st or September 23rd

With all the uncertainty in the world, one thing we all need is a successful plan for retirement.In our Talking Real Money Live Workshop, we guide you through steps to build a plan. Click below to register.


Complimentary Consultation

Click the button below to schedule your complimentary consultation.

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