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
You’ve made investments your whole life. Work with us to help make the most of them.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Being healthy not only makes you feel good, it may also help you financially.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What’s the deal with your yearly free credit report?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.