CONNECT

Address:

16935 W. Bernardo Dr., Suite 223
San Diego, CA 92127

Phone:

858-676-3300

Fax/Other:

858-676-3308

Services Provided

  1. Review goals and objectives                                      
  2. Risk tolerance analysis
  3. Net-worth analysis
  4. Cash-flow analysis
  5. Asset allocation
  6. Portfolio rebalancing
  7. Portfolio performance reporting
  8. Tax cost and basis reporting
  9. Financial position analysis
  10. Retirement need analysis
  11. Retirement plan analysis
  12. Distribution strategies
  13. Tax planning
  14. Business tax planning
  15. Business succession and continuity planning
  16. Business insurance review
  17. Buy / sell analysis, financing options and support
  18. Retirement plan tracking (contribution limits) and maintenance
  19. Profit sharing tax planning
  20. Employee benefits plan analysis / implementation
  21. Executive compensation planning strategies
  22. Coordination with valuation services
  23. Estate planning
  24. Will, trust, powers of attorney review
  25. Estate beneficiary review
  26. Estate liquidity strategies
  27. Family estate planning / education meetings
  28. Education and guidance on charitable giving strategies
  29. Tax-optimized estate planning solutions
  30. Account aggregation
  31. Document vaulting
  32. Education Planning
  33. Education needs analysis
  34. Education funding strategies / account ownership options
  35. 529 family contributions reminder
  36. Conservation of wealth
  37. Trust integration
  38. Charitable giving tax strategies
  39. Gifting
  40. Business planning
  41. Business assessment review
  42. Executive compensation options
  43. Buy/sell planning
  44. Key employee compensation and protection
  45. Employee benefits
  46. Retirement plan analysis and recommendations
  47. Partner to help you gain confidence in all financial matters
  48. Comprehensive life planning process
  49. Development of individual and family goals and progress tracking over time
  50. Support and encouragement through the financial decision making process
  51. Coordination and support for life transitions (ex., death, divorce, remarriage, etc.)
  52. In-person review meeting (Tri-Annual)
  53. In-person review meeting (semi-annual)
  54. In-person review meeting (annual)
  55. Phone review meeting Internet web meeting
  56. Offer for review meeting
  57. Performance tracking / assessment against goals
  58. Asset allocation based on goals / risk tolerance
  59. Strategist selection in line with goals / risk tolerance
  60. Investment policy statement
  61. Periodic investment statements
  62. Evaluate alternative investments / diversification strategies
  63. Restricted / concentrated stock option review and strategies
  64. Market and economic updates
  65. Access to secure online brokerage and stock trading accounts
  66. Comprehensive financial plan development
  67. Financial plan update
  68. Net worth statement / analysis / calculation (current and future)
  69. Cash flow management (current and future)
  70. Income needs analysis (current and future)
  71. Debt management strategies / consolidation
  72. Lease v. buy analysis
  73. Personal property / rental evaluation and other real estate planning
  74. Mortgage / refinancing analysis, education and review
  75. Balance sheet / income statement
  76. Planning for quality of life enhancements
  77. Paperwork and account access review
  78. Budgeting tools and capabilities
  79. 401(k) / qualified plan structure and review
  80. Pension distribution review / analysis
  81. Rollover IRA's/Roth conversions
  82. Medicare gap analysis
  83. Social Security review / optimization planning
  84. IRA minimum distribution calculations and reminders
  85. Life and disability insurance solutions / review
  86. Long-term care insurance solutions / review
  87. Medical health insurance solutions / review
  88. Property & Casualty review
  89. Employment benefits analysis
  90. Insurance beneficiary review
  91. Special needs analysis
  92. Consulting services and operational advice
  93. Communication - touch base with advisor
  94. Communication - touch base with staff
  95. Proactive follow-up on action items
  96. Timely problem resolution
  97. Friendly and knowledgeable support staff
  98. Economic updates, white papers or other information communication
  99. Personal / firm client communications (ex., firm newsletter)
  100. Client event invitations (holiday party, appreciation event, open house, family day, etc.)
  101. Special occasion cards
  102. Special occasion meetings / touch bases
  103. Responsive service time (ex., response to emails or phone calls within 24 Hours)
  104. Responsive service time (ex., response to emails or phone calls within 48 Hours)
  105. Professional referrals to CPAs, attorneys, mortgage brokers, etc.
  106. Coordination with your network of professionals to align elements of your financial life
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck