Broker Check

(619) 291-7974

 
When Can Do You Need Have a Do I Have Enough

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

Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

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

Should I Pay Off Debt or Invest?

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

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

View all calculators arrow

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

Your Cash Flow Statement

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

View all presentations arrow

Forecast

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Bucket Plan to Go with Your Bucket List

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

View all videos arrow