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San Diego, California 92108

(619) 497-2279
Marci@BairFinancialPlanning.com
 
 
 

Meet Our Bair Financial Planning Team Bursting the Bubble The Real Cost of a Vacation Home Should You Ever Retire?

Your Financial Future

Welcome to Bair Financial Planning an office of the Wealth Consulting Group.

Since 1992 we have been helping successful business owners, female CEO's and LGBT executives make important financial decisions that impact their future. Whether you’re facing retirement, looking to better understand your investments or get a full understanding of your finances as Certified Financial Planner TM professionals we can help you address your most pressing money questions.

Our first priority is your overall financial success. We are independent & objective, meaning we are not captive to a certain company or product.  We want to learn more about your personal situation, identify your dreams and goals and help you put together a game plan that will help you work towards your goals.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We can help you align your values with your investments by investing in companies that have a positive history of human rights, are sustainable & socially aware along with open transparency and corporate governance.  We feel we have a responsibility to support our community and these companies that are making a positive impact in our world.

Even though our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance, nothing beats a face to face personal conversation so please contact our office directly to set up a time to meet in person to review your goals.

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

From Boats to Brokers

From Boats to Brokers

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

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Can a Million Dollars Buy You?

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

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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