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The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
Calculators
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Long-Term Care
How much do long-term care services cost?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Savings Goals
How much should I save to reach my goal?
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Life Insurance
How much Life Insurance do I need?
Newsletters
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.