To best serve you, we must first understand you. We strive to understand you holistically, as a human being. Finances represent just one aspect of your greater self and that greater self is not a number. At Financial Dimension, we believe that until we understand you, nothing we do will make any cents.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. How much do you know about one of the most important tools you have to help protect your and your family's financial future? Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. How much do you know about one of the most important tools you have to help protect your and your family's financial future? Use this calculator to compare the future value of investments with different tax consequences.
Services
We are a small, independent wealth advisory firm specializing in financial planning and wealth management. We believe our clients are not a number on a statement. Real wealth can be created and maintained when the larger self is understood. Each person has a unique life journey and their experiences have taught them certain realities.
Investors are faced with a dilemma: the market is far less predictable that we would like. There can be a long bull market with steady growth, only to be followed by a long bear market with steady declines and increased volatility. Market swings and reversals can be unsettling, and you are likely wondering what that means for personal investing.
James is our primary LPL Financial Advisor at Financial Dimensions, where he specializes in financial planning, asset management, and 401(k)s and pensions. He has been in the financial services industry for over two decades and started. As our Operations Manager, Gina assists with office operations, business management and client service and, like any good operations professional, crisis resolution.
James and Gina met while attending San Diego State University. Twenty-two years later, they are partners in both life and business. Financial Dimensions was a dream they both set out to achieve together and today they are as passionate about people and helping clients with their financial needs and goals as ever.
You have a problem: you know you should be preparing for your retirement, but you don't feel very confident about the current stock market. You may have other liabilities that need to be taken care of first, like a mortgage, credit card debt, or getting your children through college. Limited resources are forcing you to prioritize, but you feel like you're not making the best decisions.
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