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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It's important to understand the pros and cons when considering a prepaid debit card.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
To choose a plan, it’s important to ask yourself four key questions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like the junk in a junk drawer.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Agent Jane Bond is on the case, infiltrating the world of bonds.
$1 million in a diversified portfolio could help finance part of your retirement.