Virtual Financial Planning
Our Virtual Services
Confirm you are on track.
Work with a planner on an ongoing basis.
Get a second opinion on your investments.
Planning for Every Life Stage
- Saving for retirement.
- College planning.
- Home, second home, or rental property purchase.
- Stock compensation.
- Starting a business.
- Retirement income needs.
- Health and long term care coverage.
- Travel planning.
- Lifestyle management.
- Social security analysis.
- Estate planning.
- Gift planning.
- Estate taxes.
- Wealth transfer.
- Stretch IRAs.
- Premature death.
- Long term care.
We have a fiduciary duty to you.
We provide fee based financial planning services.
Our belief is that individual freedom is the ultimate objective, or victory, of a life well lived and financial freedom is the central component.
We approach financial planning from a team perspective; helping clients accomplish their goals efficiently and effectively.
Access a CFP ® from anywhere.
Secure and user friendly.
Work with us from anywhere.
- A fiduciary must put your interests ahead of their own.
- As board Certified Financial Planners, we have a fiduciary responsibility to you.
- Our underlying philosophy in the client/planner relationship requires us to act in your best interest.
- Not compensated by selling your products.
- You pay only for time and professional expertise.
- Advice about where and how you should save/spend/invest your money.
- Flexible & convenient to fit your schedule.
- Work with many clients outside San Diego, including many active duty military.
- Same professional advice, on an ongoing basis.
- Provided ongoing support and updates through webinars, blogs, and other resources to continue moving forward with your plan.
- Process in place to meet with clients as often as needed.
- Secure client login with access to financial planning tools at anytime.