7676 Hazard Center Drive
Suite 1050
San Diego, California 92108

(619) 497-2279

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

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.


Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Rightsizing for Retirement

What does your home really cost?

The Facts About Income Tax

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

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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