Learning Should you wish to learn more about various financial planning topics we have assembled a library of videos, presentations and articles to help you get more familiar with a certain topic you may be interested in. Of course this does not take the place of speaking to us about your personal situation, but it does allow you to learn about different topics that may be of interest to you. Click on a topic below for more information or feel free to contact us directly at 619-546-6160 or [email protected] for a complimentary, no obligation consultation.DiversificationDiversification and asset allocation are approaches to help manage investment risk.RetirementSteps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.InvestmentCreate an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.EstateManage personal affairs while you're alive and control the distribution of wealth upon your death.InsuranceA well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.TaxUnderstanding tax strategies can potentially help you better manage your overall tax situation.MoneyManaging your money involves more than simply making and following a budget.LifestyleHow to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.Have A Question? Address Question Thank you! Oops!