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Solana Beach Financial Advisor

It’s your journey. Plan well with a local Solana Beach financial advisor.

Solana Beach 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 Solana Beach. As a local fee-only Solana Beach 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 Solana Beach. So, when is the best time to delegate your financial management?

Your roadmap for financial freedom in Solana Beach.

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.

Solana Beach Financial Advisor

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 Solana Beach 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 that serves Solana Beach.

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.

Financial Advisor in Solana Beach

Financial Advisor Serving solana Beach

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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