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Thomas J. Dobransky & Associates - San Diego, California

Call Us: (858) 668-3038

 
My Mission. My Philosophy. My Approach. A Second Opinion.

Individuals

 

Largely serving individuals in the medical, science, and research fields, I offer a wide range of services aimed to help them build, protect, and preserve their wealth throughout life’s many stages.

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Women

 

Whether they’re divorced, widowed, single, or married, I work with women in all stages of life, with the goal of helping them feel empowered and confident in their financial decision making.

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Business Owners

 

Running a business and determining an appropriate retirement plan that meets the needs of employees isn’t easy. From offering fiduciary insight to objective advice, I help businesses succeed.

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The Pursuit of Financial Clarity and Confidence

 

Over the past 30 years, I have served a number of individuals, women, and business owners ranging in age, financial situation, and goals. While each and every client has their own unique needs and dreams, many face one, universal concern: confidently making financial decisions.

I am committed to taking the mystery and confusion out of investing and retirement planning strategies so my clients can focus on what they enjoy most in life. I believe that by offering ongoing education, customized strategies, and objective guidance, clients can feel more confident in their financial future.

Located in San Diego, California, I largely serve clients in La Jolla, Del Mar, Rancho Bernardo, Poway, and Rancho Santa Fe.

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you what they are?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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