We work closely with CPAs, Tax Preparers and P & C Agents.
Parts of this website are password protected. Please contact us by email at coachme@calfers.com to get your password. Please provide your Name and Tel #.
This free, educational
website has:
17 online
strategy calculators
that can be accessed by clicking
on the button above.
Each calculator can generate
a Report you can email or print.
Ten 30 minute videos
-
learn retirement strategies such as How to increase your Social
Security benefits 40%. Each video has an optional 20 page article.
15 slide show videos
which teach you vital retirement and mortgage strategies all
homeowners should know.
#2 and #3 are
accessed by clicking on the 10 X 30 Videos or the Slide Shows
button above our Co-Founders pictures.
This video
highlights the value we can provide you.
Please make sure the
Speakers for your computer are TURNED ON.
About us
We are a technologically
innovative, California financial services firm. Our philosophy is "Knowledge Empowers".
We are passionate about combining the best new technologies with proven,
low-risk strategies so we can empower average people to have
extraordinary retirements. We offer many seminars and work with many
professionals. Our Software Director, Phil Weiss, is a named inventor on over 12 US patents
and the last start-up, he directed software development for, was sold
for $500 million.
Mortgage Energizer
We are rolling out several
new software systems and
the first is Mortgage Energizer. Mortgage Energizer is our proprietary system which enables a
qualified homeowner to pay off
their current mortgage in half the time, with half the interest while
keeping their current lifestyle. Mortgage Energizer can be used on
residential, investment and commercial properties.
The process we use at Calfers.com when helping NEW prospects or clients is:
We educate you so that
you can graduate to a more sophisticated level of understanding
whereby you can appreciate the superior value of the strategies and
insights our professionals can offer.
We analyze the data you
provide us from your
Personal Needs Survey.
We get back to you with
the best strategies, products and services for you to optimally
achieve your goals.
Generally, this
includes many options
you are unaware of.
Our first meeting is
often Internet based using new technologies where you can see our PC
desktop from 100s of miles away to save time. If you prefer, follow
ups can be in person. We make extensive use of professional software
to make it more convenient for you.
All of our calculators,
slideshows and videos have a Personal Needs Survey, that you access by
clicking on a button like the one shown below.
Our Personal Needs Surveys
DO NOT:
Ask you for your birth date, social
security number, credit card numbers, bank accounts or any other confidential information.
We also do not sell your
information or provide it to 3rd parties.
Warning - As a
protection to you.
Only our authorized agents
will encourage you to use our Personal Needs Survey system to provide
the initial information we require to help you. Calfers.com
gathers your information using a secure survey system - we do not do it
over the phone. If you are asked to provide your personal information
by someone over the phone or you have any concerns, please call us or
provide your information ONLY via our secure Personal Needs Survey
system. You can access our survey system by clicking on any of the
purple colored square buttons on this website that have the text
Personal Needs Survey.
We have many informative
newsletters designed to empower you and your friends to create a better
retirement and to optimize your mortgage(s)
Warning - As a
protection to you.
