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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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The Anatomy of a Supplemental Health Plan

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Raising Healthy Children

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator will help determine whether you should invest funds or pay down debt.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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To Buy or Not to Buy

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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When should you take your Social Security benefit?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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