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(619) 291-7974

 

Our Services

San Diego Investment Management and Wealth Planning

How much money do I need to retire? How can I create a steady stream of income during retirement? Can I afford to send my children to college? Will I be able to leave a lasting legacy to my family or favorite charity?

At Financial Planning Consultants, we understand the many financial questions families face day in and day out. Each of your financial goals comes with a price tag, and through financial planning with FPC, we can help you determine which objectives you can afford and how to accomplish them.

We seek to help you create purpose with your wealth by providing comprehensive and customized financial planning strategies. While developing your customized financial program, we walk you through a step-by-step process designed to help you feel confident in your decisions.

1. Determine current financial situation

2. Develop your financial goals

3. Evaluate alternatives and Assess risk

4. Create a Financial Plan

5. Implement your financial plan

6. Review and revise the financial plan

We can help you implement a personalized financial program, which may include:

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Education Planning
  • Legacy Planning
  • Estate Conservation
  • Income Tax Planning
  • Life Insurance, Long-Term Care Insurance, Disability Insurance, and Annuities

Our goal is to help you organize your financial life and ensure that your multiple strategies cohesively work together. We can help you start on a clear path as you build, protect, and preserve your assets and pursue your financial goals.