San Diego Wealth Management & Retirement Income Planning
How we work:
Step 1: Contact Us
Contact us to request a consultation. We'll meet with you, discuss your goals, talk about our services and see if we are a good fit for your financial planning and investment needs.
Step 2: Strategy
We'll present you with a strategy that will detail our approach for aiming to achieve your financial goals in a tax efficient manner.
Step 3: Investment Selection
We'll present an array of investment vehicles that we feel are best suited for your goals and we'll spend time answering questions and discussing the pros and cons of each option.
Our staff is also available to assist with a seemless transfer and allocation of your portfolio.
Step 4: Review
We'll meet (in person or on the phone) to review all of the transfers and investments that occured when your accounts are funded. We'll also use this time to discuss next steps and frequency for your portfolio review.
Step 5: Reporting and Optimization
We're available to meet as often as you prefer. We see some clients face-to-face once a quarter. Others are content with an occassional phone check-in. We work for our clients and we'll always be available to answer any questions you have and to address your concerns.