Our focus is on what’s important to you. The overarching goal of our financial planning process is to coordinate the many unique aspects of your financial situation to provide a clear context for making sound financial decisions today. The truth is, we don’t know what the future will hold. We will all be impacted by uncertain factors. Financial planning is not a one-time event; it’s a process that adapts as your life changes. Read more...
Before determining an investment strategy, we must understand what is important to you. Are you saving for a goal such as retirement or college? Are you looking for ways to turn your assets into income? Is providing for future generations a priority? Is giving more to charity important to you?
Questions such as these help us determine a “Purpose Allocation.” Read more... or What's Your Risk Score?
Many people race through life without giving careful consideration to finding and fulfilling their unique purpose in life. Even with help from competent advisors, many financially blessed families end up with results that may not reflect their values or unique calling. And, by the time they discover it, it may be too late to do anything about it. How you handle the blessings God has given you—your time, talent, treasure, and...Read more...
RT @onedegreesaffer: Ready for TD #NationalLINC conference. Insight to better serve wonderful clients. #sandiego @onedegreetweets
3 weeks ago
RT @onedegreesaffer: At #SDEconRound at USD. Great insight on national & #SanDiego economies. @usdsba @sdut @sdworkforce
1 month ago