Mary Lee – Calrima Senior Services & Insurance Solutions

Specialties

We specialize in Employee Benefits. Specifically, reviewing benefits to ensure they are efficient for the company and will help retain employees.

A recent example: we reviewed a company’s plan last year and found the plan they had would only cover $ 500 of prescriptions. We replaced it and this year the owners baby needs a shot a month for $ 2500 each. The family pays the first $ 3000 and the rest is covered by the insurance company. «HOLY COW,» is what the benefits person said when she realized the savings!

Rick Loek is also an Elite IRA Advisor — and expert in the mechanics of IRA accounts and beneficiary processing. People assume the financial advisor they are working with *knows* about IRAs. The reality is they rarely know enough. When opening an IRA account did your advisor process your account with a 106 point checklist? Not likely — we do reviews to ensure you know what will happen to your account the day you die.

History

Established in 2006.

CalRima focuses on providing financial pain relief to their clients. This relief is in the form of identifying, isolating and eliminating financial issues that will impact your financial future.

We specialize in retirement planning and the perils around retirement planning. Specifically, what we address is doing what can be done to ensure you don’t outlive your resources!

Meet the Business Owner

Mary L.

Business Owner

In 2006, Mary Lee co-​founded CalRima Financial and Insurance Agency, servicing both individuals and companies to achieve their financial and insurance needs.

She has over 20 years of experience in the insurance industry with companies such as Avmed Medical Group, BlueCross BlueShield NJ., Lifeguard Medical Group, El Camino Hospital, and Camino Medical Group. Her understanding of insurance and how it works enables her to strongly advocate for and resolve issues benefiting her clients.

In 2011, CalRima partnered with the Society of Financial Awareness (SOFA; non-​profit organization) with the mission of bringing financial literacy to the world. Mary hosts educational seminars and webinars to bring financial and insurance literacy to the community.

Mary brings an enthusiastic energy and the willingness to fully assist her clients from the beginning to the end.