Solana Beach Financial Planners

SOLANA BEACH, CA

Financial Planners are in Solana Beach

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"... experience. dan was very available to us. we asked a billion questions and he remained patient with both me and my husband. he found us a great car for below the msrp, and his service, cost us nothing...."

"... and very knowledgeable, and they did a good job with the filing...."

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Solana Beach Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Solana Beach Financial Planners Reviews

"... with him has been excellent. he isn't aggressive about trying to make me do a lot of transactions to benefit himself. he has been very beneficial to me...."