Broker Check

Key Questions

  • What does a work-optional life look like to you? We help you chart a course to a rewarding, impactful life of financial independence.
  • Do you know which social security choice is best for you? We use sophisticated software to determine the optimal Social Security claiming strategy.
  • According to GenWorth, the average cost for nursing home care in San Diego County is $7,967 for a semi-private room and $10,850 for a private room. Will your children need to take care of you if that occurs?
  • Have you made estate and income tax-efficient arrangements to help your kids or grandkids pay for the high, and rising, cost of a higher education?
  • Have you talked to the people you love about your wishes for medical care, dealing with memory issues and end of life decisions?
  • Income taxes are typically your greatest expense in retirement. Do you do a multi-year plan in place to control and minimize your tax liability?
  • Family legacy. Do you have a plan in place to leave a significant legacy to the people and institutions that you love?

If you don't have the answers to these questions, please contact us at (858) 678-0579.