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financial planning process, retirement planning, certified financial planners

Our process begins with an initial meeting or discussion so we can establish and define the extent of our relationship. The next step is to gather all the important data about your financial situation and get a better feel for your dreams, aspirations, goals and objectives. After we have a good understanding as to what you have and what you want to accomplish, we will begin developing realistic strategies and then present these recommendations. Assuming you are comfortable with these strategies, we will help you implement the recommendations. Finally, we will spend the next 10, 20, 30 or 40 years monitoring your financial situation and making appropriate adjustments along your journey.

If you are interested in scheduling your initial meeting,

please click here to download and complete our Initial Planning Questionnaire.

OUR OFFICE LOCATION
12531 High Bluff Drive
Suite 110
San Diego, CA 92130

CONTACT
Phone: 1-858-668-0776

Fax: 858-668-3016

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Investment adviser representatives offering advisory services through Premier Wealth Advisors (PWA), a registered investment adviser. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor, Member FINRA / SIPC. PWA and IFG are unaffiliated entities. | [ Privacy ]


Licensed to offer Advisory services to residents of California; Colorado; Texas and Washington.

Securities in California; Alabama; Arizona; Connecticut; Florida; Massachusetts; Minnesota; New Mexico; Nevada; Ohio; South Carolina; Texas; Virginia and Washington.


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