La Jolla residents know the value of time and leisure. We enjoy world class golf courses, resorts, beaches and fine dining. We might grumble about the sunshine tax, and try to find ways to get the most for that tax, but the truth is, we love La Jolla. As a local fee-only
La Jolla financial advisor, we are happy to do the everyday investment management and financial planning for you to give you more time to enjoy all the benefits of living in La Jolla. So, when is the best time to delegate your financial management?
Your roadmap for financial freedom in La Jolla.
You might be just starting to build your wealth and need someone to point you in the right direction. You may be well on your way, needing financial advice and guidance for your investment portfolio. You might need more detailed directions as you near retirement.
No matter where you are on the journey, your roadmap can lead you to financial freedom and security. It’s crucial to understand the kind of impact that managing, spending, and investing money has in your life.
The decisions you make at an early stage could set the kind of life you will have in the future as these things combined together help shape your future. A financial advisor can keep you on the right road, through all your financial milestones.
A wrong financial turn could be costly.
Getting in and out of the market during periods of volatility, taking unnecessary risk, or missing tax or estate planning opportunities can result in U-turns that cost you time and money.
Factors such as taxes, investment strategies have to be considered carefully. A financial advisor can help you understand the options that you have, the returns and risks in your portfolio, and your readiness for retirement. As a local La Jolla fee-only financial advisor, we cover a broad scope of services including investment management and financial planning.
Delegating the day-to-day monitoring of your portfolio and investment decisions to a certified financial advisor allows you to focus on what’s important to you. You can enjoy the journey, knowing you are in the right investments and making the best choices for you and your family.
Choose a great financial advisor in La Jolla.
You want a financial advisor that understands your goals and dreams, but also knows what keeps you up at night. An expert and experienced financial team can present solutions to your problems, see new or different opportunities, and simplify your financial life.
A good financial team works to keep your financial life organized for a smooth trip; a great team makes sure you have fun getting there.
Look for an independent fee-only, financial advisor who will put your interests first to help you evaluate your options and make the best decisions along the way.
Platt Wealth Management is an independent, fee-only financial advisor in San Diego. We are an experienced team who take the time to get to know you.
We ask the questions that help you and your family think about dreams you never thought possible. We would love to listen to your story, hear your concerns and goals, and answer any questions you may have.
We would love to learn more about you.
In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?
Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.
We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.