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.Learn More
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.Learn More
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.Learn More
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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There’s a link between debt and stress.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The item most homeowners forget on their home improvement project checklist is insurance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.