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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.

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Helpful Content

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Tax Reform: Before and After

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Estimating the Cost of College

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Does Your Credit Score Affect Your Insurance Rates?

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Get Paid for Going Green

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How Stocks Work

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What Is the Dividend Yield?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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A Look at Systematic Withdrawals

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

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Extended Care: A Patchwork of Possibilities

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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A bucket plan can help you be better prepared for a comfortable retirement.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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