Financial Planning Consultants provides comprehensive investment management and financial planning with a focus on helping clients pursue their long-term goals. By working closely with an advisor, clients can plan for the many milestones ahead and may feel more confident about their financial futures.Learn More
Down to Business
We can help you implement a personalized financial program and help you create purpose with your wealth. While developing your customized financial program, we walk you through a step-by-step process designed to help you feel confident in your decisions.Learn More
A Financial plan will serve as the roadmap as we help to manage assets and work towards your financial goals. We strive to build long-lasting relationships with our clients, offering a clear path as you build, protect, and preserve your assets and pursue your financial goals.Learn More
Financial Planning Consultants
Wealth Management, Tailored to You.
Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. From investment management and retirement savings strategies to estate conservation and college savings plans, we offer customized financial planning coupled with unbiased advice and recommendations. With more than four decades of experience, we are established in our San Diego community and take pride in our strong relationships with clients and their potential generations.
Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones of life. Based in Mission Valley, we work with clients in our local San Diego community, as well as throughout Southern California and many U.S. states.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.Contact Us
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the face of divorce, making changes to insurance coverage may be overlooked.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn when it may not make sense to file a claim on your home insurance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Lifestyle considerations in creating your retirement portfolio.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?