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DJR Financial Services, Inc. - Investments & Retirement *

Advanced Financial Calculators

 
 

 

Retirement Planning

Immediate Annuity Calculator

Portfolio Withdrawal Calculator

Reaching Your Investment Goal: Contributions Needed Calculator

Retirement Savings Calculator

Retirement Sustainable Withdrawal Rate Accumulation Projection

Saving for Retirement Multi-Scenario Calculator

Simple Sustainable Withdrawal Projector

Social Security Break-Even Calculator

Social Security Retirement Benefit Calculator - Married Couples

 

Protection Planning

Life Insurance Needs Calculator

 

Estate Planning

Federal Estate Tax Estimator

 

Tax Planning

Traditional vs. Roth IRA Calculator

 

Budget Planning

Buying a Home (Mortgage Payment) Calculator

Debt Consolidation Calculator

Debt Payoff Optimization Calculator

Loan / Mortgage Payment Adjustment Calculator

Reaching Your Investment Goal: Contributions Needed Calculator

Saving for College Calculator

Saving or Investing Calculator

 
 
 
 
 

 

Osaic Wealth Form CRS

Call 805 527-2430 today for a complimentary consultation

or use the contact form above.

Live receptionist Monday through Friday 9:00 AM to 5:00 PM PST.


*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC and a registered investment advisor. Estate Planning Services offered through Citadel Law Offices Tax Preparation services offered through Skidmore Markell and Company.  These entities, including DJR Financial Services, Inc. are not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, HI, ID, IL, KY, MI, MS, NC, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The information offered is for informative purposes only.  No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise.

Neither the owner(s) of this web site nor Osaic Wealth, Inc. makes any guarantee as to the accuracy or completeness of this information.

California Life Insurance License 0D71418

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