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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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.