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Mira Mesa Heights Financial Advisor

It’s your journey. Plan well with a local financial advisor that serves Mira Mesa

Mira Mesa is considered to be one of the richest neighborhoods in San Diego. Over the years, this neighborhood has evolved into a fully functioning community. Residents don’t only enjoy what Mira Mesa has to offer but also gets to appreciate and enjoy other nearby top sights. If you live in Mira Mesa, you would feel like you are living in the suburbs. Mira Mesa residents enjoy hiking in Los Penasquitos Canyon and visiting various breweries. Overall, residents get to enjoy having a balance between life and work. Yes. Mira Mesa is considered to be one of the richest neighborhoods but residents also complain about sunshine tax. They also make the most out of their tax. Who wouldn’t? The Platt Wealth Management team has helped countless Mira Mesa residents with financial planning and management. How? We are your local fee-only that can help you manage your investments and financial planning needs.  By doing so, we have helped our clients enjoy their time on things that matter to them the most. It is difficult to figure everything out on your own so you should not have to. We are here to help! We will help you get to where they want to be.

Your roadmap for financial freedom in Mira Mesa.

When asked what is greater between money and time, the answer is time. Money is something that you can earn. You even have the ability to make more money but you don’t have the ability to get more time. That’s why it is best to know when to start delegating your financial management.

If you are starting to build your wealth or is already on your way, it would be best to delegate your financial management to experts in the field like Platt Wealth Management. You will never go wrong with delegating you financial management needs to us. We are highly qualified, knowledgeable, and experienced with all aspects of financial management. We always exceed what is expected of us. We put special importance in getting to know our clients on a deeper level and that includes knowing about their life, family, and priorities. We will surely treat you like a part of our family.  Many have trusted us for many reasons. It is best to seek proper assistance and guidance from professionals to help you achieve your goals.

Knowing you better gives us the chance to create a roadmap that is aligned to your needs and situation. This roadmap will serve as your  guide in helping you achieve financial freedom and security. Proper management of your spending and investments is the key to live the kind of life you want in the future.

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 are costly u-turns that will cost  you time and money. This is something that you have to avoid as much as possible. 

Del Mar Financial Advisor

Taxes and strategies are the things that you always have to consider. Not everyone will know right away the returns and risks that are associated with their portfolio. No need to worry because we will provide you with the help that you need. We will even provide you with an accurate assessment of your readiness in achieving your goals.

At Platt Wealth Management, we offer various financial services to Mira Mesa residents. We offer investment management and financial planning. We can help you focus on the things that are of most importance. Delegate today the day-to-day monitoring of your portfolio and investment decisions to Platt Wealth Management, a team of certified financial advisors, and enjoy other things that matter to you.

Choose a great financial advisor that serves Mira Mesa

Find the right financial advisor to work with. A financial advisor who understands your goals and dreams. Someone who also takes the time to know the things that keep you up at night. A financial advisor who can present you with the right solutions to your needs and opportunities that will 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 with clients in Mira Mesa. 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.

Financial Advisor in Del Mar

Serviced Locations

San Diego Financial Advisor

Helping you live your best life.
Learn About Us

Investment Management

Build a portfolio that is comfortable and right for you and your family.

Allocations

Are you taking too much financial risk? Align your allocations to your current situation.

Investment Strategies

Enjoy your life knowing you have a consistent strategy.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities.

Tax Strategy

Understand how the tax code impacts the longevity of your wealth.

Charitable Giving

Use your financial power to make a meaningful impact in the world.

Risk Management

Safeguard your assets with the proper insurance at key times.

Legacy Planning

Ensure a smooth transition of your wealth to your children.

Retirement Planning

Are you saving enough for the retirement lifestyle you want?

Social Security

Choose the strategic timeline for you and your spouse to claim social security benefits.

Medicare

Make sense of the options and important deadlines to optimize your benefits.

Education Funding

Plan early to send your children and grandchildren to college.

We would love to learn more about you.

Knowledgeable and expert.

 

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