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 objective 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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Marriage changes everything, including your insurance needs.
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.
Couples may be able to head off many of the problems in a marriage that money can cause.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are some simple and inexpensive energy-saving tips that may help you save money.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?