How to Retire Early

Does retiring early sound unrealistic? Maybe it's more possible than you think.

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Investments

You’ve made investments your whole life. Let's make the most of them.

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Achieving Parity

How does your ideal retirement differ from reality: How can I Achieve Parity?

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Giving by Design

Enjoy the Fullest Potential Your Assets Can Offer.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Top 5 Mistakes One Should Never Do

The top 5 mistakes that people make - You may want to hear.

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STRAIGHTFORWARD ADVICE

Since 2006, Carington Financial has been working with friends and neighbors throughout California to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have built our company on a foundation of trust by creating close, personal relationships with our clients. Carington is committed to demonstrating extraordinary care by providing straightforward advice as we advocate to build and protect the financial landscape of our clients’ future.

RICHARD BAVETZ, ChFC®
Chartered Financial Consultant® | Investment Advisor

Phone:
(805) 777-7799
Fax:
(805) 351-3803

Rick is a Chartered Financial Consultant® (ChFC®) and the senior Investment Advisor at Carington Financial. Licensed as a Fiduciary, he holds Series 65, life insurance & real estate licenses in multiple states. With over 35 years of experience... Read more

SERVICES

At Carington Financial, we offer you the following services:

» Retirement Income Strategies

» Pension Analysis – Public/Corporate

» Asset Management

» Wealth Accumulation

» Annuities

» Life Insurance

» Tax Minimization Strategies

» Financial Literacy Counceling

» IRA & 401(k) rollovers

In addition, we have built strategic alliances with professionals who provide the following services:

» Trusts

» Charitable Giving

» IRA Legacy Planning

» Estate planning

» Tax planning

» Probate

Carington Financial is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."