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Advisors

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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.
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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
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Retire Road Vlog

 
 
 
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Events

 
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.

Register
 
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Complimentary Consultation

Click the button below to schedule your complimentary consultation.

Schedule a Meeting
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