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
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A presentation about managing money: using it, saving it, and even getting credit.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
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Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
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How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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