​The Path to Financial Success Starts Here

If you are selling your business, nervous about retiring, unsure on what to do with your employee stock options, or need to know what to do in the event of a divorce, we can help educate you on what moves you should be making now to set yourself up for success.  Our website is full of helpful content for you to educate yourself so you can make the best decision possible.

Do You Own a Business In San Diego?

  • I'm considering selling my business, am I prepared?
  • I need help lowering my tax liability, what can I do?
  • How much capital should I raise and is now the right time?
  • Should I contribute to a 401k plan, SEP IRA, or solo 401k?
  • What is my business worth?
  • Do I have enough insurance coverage?
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Do You Work For a Public Company?
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  • What should I do about my concentrated stock position?
  • I make too much to contribute to a Roth, are there other ways I can get money into one?
  • How are my stock options taxed?
  • Aside from my 401k, how else can I save for retirement?​
  • Do I need to setup a trust?  If so, what kind?

Are You Ready To Retire?

  • Am I ready to retire?  If I retire soon, how long will my money last?
  • Are my investments positioned appropriately for my stage in life?
  • What's the best way to save for my children's education?
  • Should I setup a family trust?
  • What should I do with my inheritance?
  • Do I have enough life and long term care insurance?
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Protecting Your Interests In Divorce

  • What should I be doing now to prepare?
  • How can I be sure my assets are protected?
  • Where should I compromise?
  • Even if your final settlement hearing is this week, we can help.
  • Working with a divorce attorney?  We can help fill in the gaps by working alongside your lawyer and presenting our recommendations for your finances