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Poway Financial Advisor

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

Poway residents know the value of time and the importance of balancing work and leisure. Poway, being a great place to live, work, and play, residents enjoy many dedicated open spaces, amazing dining, beautiful parks and state-of-the-art Business park. We might complain about the sunshine tax, and strive to find ways to get the most for that tax, but the truth is, we love living in Poway. Platt Wealth Management is a local fee-only financial advisor that serves Poway and the surrounding areas. We are happy to manage your investment(s) and do all the financial planning for you in order for you to have more time to enjoy great things that Poway has to offer.

Your roadmap for financial freedom in Poway.

When do you think is the best time to delegate your financial management?

Whether you might just be starting to build your wealth or you are already well on your way and need some financial advice and guidance for your investment portfolio, a financial advisor like Platt Wealth Management can set you in the right direction and help you through all your financial milestones.

It does not matter where you are in the process. Having a road map can help lead you to financial freedom and security. With that being said, it is vital to understand the impact of managing, spending, and investing money has in your life. Making the right decisions at the early stage of your life can set the kind of life you will have in the future.

A wrong financial turn could be costly.

U-turns that can cost you time and money may be experienced especially when you are getting in and out of the market during periods of volatility, taking unnecessary risk, or missing tax or estate planning opportunities.

Del Mar Financial Advisor

Taxes and investment strategies are some of the factors that you have to consider carefully. With the help of a financial advisor, you will be able to understand the options that you have, the return and risks in your portfolio, and your readiness for retirement. As a local fee-only financial advisor that provides services to clients in Poway, we offer a broad scope of services including investment management and financial planning.

So that you get to focus on what is important to you, delegate the day-to-day monitoring of your portfolio and investment decisions to a certified financial advisor.

Choose a great financial advisor that serves Poway.

When you are choosing a financial advisor to work with, you would want to look for a financial advisor that understands your goals and dreams, but also knows what keeps you up at night. A trusted, expert and experienced financial team can present solutions to your problems. They have the capacity to see new or different opportunities and be able to 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 Poway. 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

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.

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.

Knowledgeable and expert.

 

 

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