San Diego Investment Advisors

Helping individuals and families to plan for the future 

Estate Management Group provides investment management solutions for persons planning for their retirement and for individuals who are actively retired. We design investment portfolios based on your unique retirment goals and seek to provide you with retirement income for life.

Designing wealth portfolios that provide for tax efficient retirement savings and retirement income is a core competency of Estate Management Group. As an independent financial services firm we are able to offer a wide variety of investment options for our clients.

Planning for Retirement

For persons actively planning for their retirement our firm is able to offer a variety of tax deferred retirement account options. Further, we can assist you with the selection and implementation of the assets within your retirement accounts.

Retirement Income Planning

During retirement, many aspects change in an individual's life. One of the most significant changes is designing a portfolio that is focused on retirement income and wealth preservation. Our firm has extensive experience in the design and implementation of retirement assets strategies with the potential to provide inflation adjusted income for life.

When designing an retirement income portfolio we focus on:

  • How much income is needed from the portfolio?
  • What is the investor's risk tolerance?
  • What is the investor's life expectancy?
  • How much of an estate do the investors want to leave to their heirs?
  • How to structure a portfolio for estate planning and charitbale gifting?

These variables allow us to design a retirement income portfolio that is aimed at providing inflation-adjusted income for life, while focusing on each client's risk tolerance and estate planning goals.

Our Investment Services

  • Fee Based Asset Portfolio Management
  • Brokerage Accounts
  • Retirement Accounts
  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments

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