MakingThingsHappen.

Guide My Finances

  • Financial Planning & Investments
3550 Camino Del Rio N #207
San Diego, California 92108
(760) 547-7585
(760) 547-7585 (fax)

About Us

We provide comprehensive full service financial planning at an hourly rate and asset management services. Our financial planning services include a wide range of areas customized to each client's read more
  • About

    We provide comprehensive full service financial planning at an hourly rate and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation.

    We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets.

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  • Whom to Contact

    • Jenny Erdmann
      Vice President
      3550 Camino Del Rio N #207
      San Diego, California 92108
      Phone: 7605477585