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(619) 291-7974

 

Do you have a financial plan?

A comprehensive financial plan is meant as a guide and a foundation for reaching your financial goals. At Financial Planning Consultants we collect your financial information and learn what matters most to you and what you want for your life. We take important financial topics into account in our analysis, including education funding, tax planning, investment management, estate planning, retirement planning and much more. After creating a personalized plan for you, we meet at least annually to revisit the plan, making changes where needed in order to help you meet your original goals. If you think a comprehensive financial plan will help you, contact us to set up a free, complimentary meeting.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.