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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.

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Helpful Content

Once Upon a Goal

Once Upon a Goal

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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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Is a SEP-IRA Right for Your Business?

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Use this calculator to compare the future value of investments with different tax consequences.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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