Residents of Rancho Peñasquitos know the value of time and the essence of balancing work and leisure. Rancho Peñasquitos residents enjoy hiking, biking, horse riding. We also complain about the sunshine tax and find ways to get the most for that tax. However, we still enjoy living in Rancho Peñasquitos. As your local fee-only advisor, Platt Wealth Management is happy to assist you with managing your investment and taking care of all the financial planning for you. We have offered our financial management services to our clients in Rancho Santa Fe which gave them the opportunity to enjoy the things that matter to them.
Your roadmap for financial freedom in Rancho Peñasquitos.
Are you starting to build your wealth or is already well on your way? Do you need financial advice? Reach out to a financial advisor like Platt Wealth Management. We will guide you in the right direction and assist in each of your financial milestones.
At Platt Wealth Management, we will guide you wherever you are in the process. We will help you set up a financial road map in order to achieve financial freedom and security. Remember that properly managing, spending, and investing money has a huge impact in your life. The decisions you make 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.
Getting in and out of the market during periods of volatility, taking unnecessary risk, or missing tax or estate planning opportunities can cause some major U-turns in your life that will cost you time and money.
Taxes and investment strategies are vital factors to carefully consider. Asking assistance from a financial advisor can help give you a better understanding of the options that you have and the returns and risks associated with your portfolio. A financial advisor can also help you assess your readiness for retirement.
At Platt Wealth Management, we offer numerous financial management services to our clients in Rancho Peñasquitos which includes investment management and financial planning. We can help you focus on the things that are important to you. Delegate your day-to-day monitoring of your portfolio and investment decisions to Platt Wealth Management, a team of certified financial advisors.
Choose a great financial advisor that serves Rancho Peñasquitos.
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 with clients in Rancho Peñasquitos. 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.
Serviced Locations
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.
