Investment Management Services
We believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
Financial Planning Services
Our Firm takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client's best interests. Our comprehensive "Income for Life Retirement Model" integrates all aspects of our client's financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.
Strategic Tax Planning
RFA has a strategic partnership with CPA's as well as work with our clients outside advisors. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies. This can result in years of tax savings. Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
Advanced Pension Design and Planning
While working in collaboration with our Advanced Pension experts, actuaries and third party administrators, RFA can design advanced pension plans for business owners and their families in order to ensure maximum pension contributions and tax deductions for business owners.
Advanced Roth Conversion Strategies
While working in collaboration with client CPA's and Estate Planning Attorney's, RFA can design advanced Roth Conversion strategies helping families save hundreds of thousands of tax dollars at retirement.
We are located in San Diego but local to:
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