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12626 High Bluff Drive, Suite 440
San Diego, CA 92130
P. (858) 461-4959

PCM Second Quarter 2020 Review Tax Time Rightsizing for Retirement What Can a Million Dollars Buy You? Social Security: By the Numbers

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.