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 professional 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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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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See how inflation over time could affect the purchasing power of your retirement income.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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With alternative investments, it’s critical to sort through the complexity.
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Learn about the importance of having an estate strategy in this helpful and informative video.
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What if instead of buying that vacation home, you invested the money?
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.