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North City Financial Advisor

It’s your journey. Plan well with a local financial advisor that serves North City

 


North City residents enjoy having a balanced life when it comes to work and leisure life. Residents of North City enjoy visiting a beautiful open-air market,= and local breweries. They also enjoy various culinary experiences! Though North City is named as the richest neighborhood in San Diego, residents also can’t help but complain about the sunshine tax. They also find ways to make the most out of their tax just like everybody else. Platt Wealth Management  is your local fee-only advisor that is ready to help you manage your investments and take care of all your financial planning needs. We have helped countless clients in North City with their investment and financial management needs. Also, we have helped them enjoy other things that matter to them that they never had the chance to as they were juggling managing and figuring everything out on their own.

Your roadmap for financial freedom in North County.

 

They say that time is money. So when is the best time to delegate your financial management? 

If you are just about to build your wealth or even already well on your way, always keep in mind that there are great benefits of delegating your financial management to those who are knowledgeable and have great expertise on it like Platt Wealth Management. As mentioned, delegating your financial management can give you time to enjoy other things in life that matters to you. In addition, delegating means you can seek for proper assistance and guidance from the experts.  Professional Financial Advisors can help set the right direction for you to take in order to achieve your financial goals and assist you on each financial milestone that you achieve.

Platt Wealth Management can provide you with a financial road map that will of course be tailored to your unique situation and needs. This financial road map will serve as the key for you to achieve financial freedom and security. You can never go wrong with proper management of your spending and investing. The right decisions today will ultimately have a positive impact in your future. 

 

A wrong financial turn could be costly.

Major u-turns such as getting in and out of the market during periods of volatility, taking unnecessary risk, or missing tax or estate planning opportunities will cost you time and money and you don’t want that.

Del Mar Financial Advisor

 

It is always important and smart to consider both taxes and investment strategies. No one is born knowing the options that you have or returns and risks associated with your portfolio. Good thing that you can always seek assistance from the financial experts in order to have a better understanding. Furthermore, this will allow financial advisors to provide an accurate assessment regarding your readiness for retirement. 

At Platt Wealth Management, we offer various financial services to North City 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 North City.

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 North City. 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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