Why Get Professional Guidance?

Planning isn't impossible. You just need to sit down with a professional and do it.

My goal is to provide you with a sound financial strategy. The satisfaction that comes from knowing that your objectives and goals will be addressed because you are working with someone you can trust. By working with someone well-versed, trained, and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, I can show you how to:

  • Manage your taxes*
  • Pursue specific retirement goals
  • Decide how to invest, based on your own goals and risk tolerance
  • Help ensure that your family and assets are suitably preserve via insurance strategies if the unexpected occurs
  • Custom design programs that will help you to pursue your special goals; buying a home, retiring early, financing your child's education, and more.

Since making the right investments and insurance decisions are key to helping you pursue your goals, I want you to be assured that I offer products from many well-known financial services firms.

Please contact our office, at 619-497-2279, to set up a mutually convenient time to visit.

*Tax services are not offered by WCG Wealth Advisors, Bair Financial Planning, The Wealth Consulting Group, LPL Financial or affiliated advisors.