Define Financial is a fee-only San Diego financial advisor dedicated to helping people aged 50+ invest smarter and reduce taxes in retirement. We do our best work with diligent retirement savers who have a nest egg of $2 Million or more. If you have questions such as... "How do I turn my nest egg into a paycheck?" "How can I reduce my taxes in retirement?" "Are my investments suitable for retirement?" ...we have the expertise to help! Best of all, we never receive compensation in the form of commissions! We are a fiduciary, and we have structured our business so that we are personally liable if we give you bad advice. (Sounds reasonable, right?)
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Copley Financial Group, Inc. is a fee-only, fiduciary financial group that specializes in helping clients achieve a happy and secure retirement. Copley Financial Group, Inc., focuses on financial planning, wealth management, tax reducing strategies, and social security maximization, among other specialties.
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I help purpose-driven individuals prioritize time and health so they can stop waiting and start living well now. Most financial advisors ask how much you need to retire someday. At Outlive, I ask a different question: What would it take to live well today without sacrificing tomorrow? I believe true wealth means having the freedom to spend your time well, invest in your health, and align your money with what matters most. Your body matters too. We plan for portfolios, real estate, and education—but what about the body that carries you through it all? Your healthspan is your wealthspan. That means building a financial life that supports high quality food, daily movement, proactive diagnostics and testing, and out-of-pocket care and supplements. Time is your most limited resource. Too many people sacrifice the best years of their lives for a future they may never reach. At Outlive, I help you reclaim time by creating a cash flow plan that supports abundance, knowing when enough is enough, and structuring finances for more freedom and connection. A new model for a changing world. From rising healthcare costs to a weakening dollar, the old model of financial advice is outdated. At Outlive, I use a forward-thinking approach that includes value-based planning, resilience in uncertainty, and strategies that protect autonomy and purchasing power.
Here to help you build your dream life and ethical wealth with values-based financial planning, Shannon Fleener, CFP® (Certified Financial Planner™) is here to help you achieve your goals with confidence and peace of mind. She has worked with clients across a variety of career fields, from tech and solopreneurs to educational institutions, such as the UC system and public employees working for federal, state and local governments. Her clients come from all walks of life; she specialize in working with first generation wealth builders, like herself, who want to change their financial family trees, as well as those who want to balance working towards financial independence for themselves with investing responsibly, supporting their communities in creative and meaningful ways, and making their money mean something.
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Helping you become a financial badass! A financial badass is someone who has their financial sh*t together! This includes: * Knowing where your money is coming and going * Having a rainy day fund * Paying off debt * Building credit * Saving for retirement * Not having to think twice when you want to go out with friends or do something fun * Feeling confident and shaking off all that money anxiety you've been carrying around!
Mission Hills Financial stands out with a comprehensive suite of services, offering a one-stop shop for investment portfolio management, advanced tax strategies, estate planning, trust preparation, and real estate support. With over 35 years of experience, our integrated approach ensures clients receive tailored solutions to meet all their financial needs under one roof.
I am committed to helping you build confidence in your financial future so that you can live your best life throughout retirement. Whether you are pre, early or recently retired, I can provide plans, investment advice and solutions to address your unique situation and specific concerns, allowing you time to focus on what matters most to you. As an independent, hourly/project based investment advisor registered in California, my priority is you and only you for as long as you need. As a fiduciary, I have both a legal and ethical duty to consistently offer unbiased and objective advice that is solely in your best interest, unencumbered with any product, sales or referral fees.
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