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
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There’s a link between debt and stress.
Reasons to retain your coverage into your retirement years.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Check out this video to begin separating fact from fiction.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?