Established in 1984, the Mohr Financial Group is an independent San Diego financial planning consultant and advisory firm specializing in planning for individuals, families and business owners. Working as a fiduciary and business consultant to our clients, it is our legal duty to put our clients' needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
When you partner with us, you work with a team of tenured and credentialed San Diego financial planning consultants to construct, implement and maintain your personally designed financial plan. We take the time to listen to you to determine what you truly desire, and implement a course of action to pursue those desires utilizing consistent practices founded upon research, knowledge and experience.
When you partner with us, you work with a team of tenured and credentialed San Diego financial planning consultants to construct, implement and maintain your personally designed financial plan. We take the time to listen to you to determine what you truly desire, and implement a course of action to pursue those desires utilizing consistent practices founded upon research, knowledge and experience.
Services
At the Mohr Group, we take a holistic approach to wealth management. We start by working with you to create a personal business plan, then help implement, benchmark and adjust the plan where necessary. Having a comprehensive and customized analysis of your overall financial condition will allow you to set goals, address any issues and pursue the protection and growth of your personal wealth.
Our San Diego wealth advisors, investment consultants, and retirement investment team of thought leaders bring over 75 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.
Here at the Mohr Financial Group, we provide a wide range of holistic wealth management options. Our team of San Diego financial management and retirement advisors will work with you to create a personal business plan that suits your needs and future goals, and we will oversee and adjust this plan over time as needed.
It's never too early to start planning for retirement. A solid financial plan is vital to ensure your golden years are comfortable. After working hard the majority of your life, you want to be able to relax and enjoy retirement. The cost of living is rising, life expectancy is increasing, and Social Security's value is decreasing.
Don't delay planning for what will happen when you're gone. It may be natural to put this off, but it can end up being very costly to you, your business, and everyone who depends on you. Here at Mohr Financial Group, our financial and insurance advisors work with business owners like you to create and implement an exit plan that is aligned with your personal wealth management goals.
Reviews (1)
Mark Amico
Jun 12, 2019
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I've been working with the Mohr Group for the past 25 years. They are extremely knowledgeable, professional, honest, and always have my best interest in mind. With their help, I have been able to fund 2 college educations and can see a bright retirement just around the corner.
I highly recommend the Mohr Group!
I highly recommend the Mohr Group!
