Everyone is looking for the 'Perfect Investment. If a perfect investment was found, surely it would combine an unbeatable stream of income with outstanding long-term growth and safety. Right? Unfortunately, this is not how the financial world operates. After more than 30 years of financial planning experience, the majority of the people we meet pay more in income taxes than is necessary.
Why? Because most people have their taxes prepared versus planned. If you don't plan on dying, you won't need a personal customized estate plan. The reality is that many people die with unprepared estates. In such cases, the Government and the IRS will cash in on our life long savings and tangible property and our loved ones will be left to satisfy the financial details of an improperly managed estate.
Why? Because most people have their taxes prepared versus planned. If you don't plan on dying, you won't need a personal customized estate plan. The reality is that many people die with unprepared estates. In such cases, the Government and the IRS will cash in on our life long savings and tangible property and our loved ones will be left to satisfy the financial details of an improperly managed estate.
Services
For many Americans, arranging their finances and making the right financial decisions, including who to turn to for help is a confusing and time consuming process. We have over 30 years of experience in helping people make sound financial decisions.
The Financial Advisors is home based in San Diego with a network of well qualified, independent financial professionals with offices throughout Southern California and with years of experience in helping people achieve their personal financial goals.
The Financial Advisors is home based in San Diego with a network of well qualified, independent financial professionals with offices throughout Southern California and with years of experience in helping people achieve their personal financial goals.
We are a team of highly experienced individuals working to provide competitive financial solutions for our client's individual and corporate needs. We focus on comprehensive financial understanding - yours and ours. It's been our experience that most people are too busy with their personal lives and their businesses to adequately and completely address their overall financial well-being.
Just like the importance of a through medical exam before surgery, common sense dictates that before anyone makes a decision to purchase an investment, a financial check-up will actually determine what is needed. Only after a review of one's goals & objectives, risk tolerance and time horizon will dictate what investment strategy should be considered.
Consider a tax-deferred 1031 exchange into a diversied portfolio of commercial Delaware Statutory Trust(DST) properties which are structured by real estate rms with signicant experience and strong operational resumes. Have you heard of the potential benefits of a 1031-Tax Deferred Exchange into a Passive Ownership of commercial properties with a Delaware Statutory Trust (DST)?
Investing is an interesting topic and is unique to everyone. We feel it is extremely important that before any investment is considered that we should look to determine what kind of investment do I need? It's important to have a financial check-up before buying (or being sold) any investment. In our planning process, we help you understand exactly what type of investment you should consider to match your personal goals and objectives.
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