7676 Hazard Center Drive
Suite 1050
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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Let's Chat

Let's Chat

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

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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

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

Can I Refinance My Mortgage?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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