San Diego Office

2221 Camino Del Rio South,

Suite 307
San Diego, CA 92108

Services

How We Work

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Meeting Details

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Points of Contact

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How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement Planning

Investment Management

Wealth Management

401k and IRA planning

Insurance Services

Retirement Income Strategies

Fee Only Advisory Services

Service Meeting Details

Comprehensive Service Review

  • Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.
  • Review performance of all accounts under our management.
  • Discuss the stock market and economy as needed to support our email commentary.
  • Review all forms of debt, including mortgages, credit lines and credit cards.
  • Review the status and likelihood of reaching your stated goals.
  • Discuss upcoming events, such as tax law changes, that will impact your financial situation.
  • Review tax and estate planning strategies to verify they are accurate and up to date.
  • Review Life, Long Term Disability and Long Term Care insurance.
  • Discuss your feedback on the service you received from our firm during the past year.

Points Of Contact For Service & Advice

Advice or Service on Request

When you need advice or service – call us. We are here to serve you.

Formal Account Reviews

We conduct formal reviews of client accounts throughout the year. We are flexible for the timing of those meetings but wish at a minimum we have a review at least once a year, preferably each quarter.

Specific Issue Review

As necessary, we will hold a formal conversation around a specific issue, such as buying a new home, changing jobs, obtaining or refinancing debt or settling an estate.

Internet Access to Your Accounts & Statements 24/7

Upon request, we will establish a login and password for you to review your investment accounts online, which includes an archive of your statements for the trailing 24 months. Contact Ixy Beltran for more on Account View.

We consistently rely on email to keep our clients notified of important happenings in the stock market and economy; changes in tax, retirement or estate planning laws; or upcoming events and deadlines.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

thomas.trax@lpl.com |  619-462-3400