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Financial Planning, Wealth Creation, Wealth Preservation, Income Generation, Insurance, and Investments
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Prestige Financial Solutions specializes in Credit. We offer credit repair, Credit Consultation, Identity theft protection plans and we also help you establish GOOD CREDIT!
We believe wealth is a means to pursue and fulfill what truly matters in life. Understanding the WHY behind our client's actions and desires is important. We want to simplify our client's financial lives so they can have more time to focus on what's important, living out their life's purpose. Your wealth should give you freedom; freedom to enjoy life, to explore the world, and to pursue your dreams. San Diego Wealth Management can help you by making the management of your wealth easier and simpler. We believe in taking a comprehensive approach which includes: Investment Planning Education Planning Estate & Trust Planning Cash Flow Management Retirement Planning Income Tax Analysis Insurance Analysis *Securities, insurance, and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Want to avoid making financial mistakes before, during, or after divorce? When contemplating or experiencing divorce, financial issues can be confusing, scary and sometimes contentious. As a Certified Divorce Financial Analyst (CDFA), Laurie Itkin helps clients assess their current financial situation and consider various settlement options regarding property division and child and spousal support. She works either as a financial advocate and advisor to one spouse or as a neutral financial analyst for couples. Laurie meets with clients using Zoom video conferencing and screen-sharing. In addition to helping clients complete their required disclosures of assets and debts (FL-142) and income and expenses (FL-150), Laurie can help you make smart financial decisions regarding: - determination of separate vs. community property - the marital home and refinancing - spousal support step-downs and buyouts - retirement account division for pensions and 401(k)s - stock options and restricted stock units - determining income available for child and spousal support
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At The Financial Planning & Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Diego, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Plan Budget Save Financial Coaching (Money Coaching) services was born out of our passion to help overwhelmed and stressed out individuals, couples and families in their 20s, 30s and 40s with their personal finances. Our mission is to educate and empower our clients on their financial freedom journey, from being debt free to building wealth. By developing a solid action plan and equipping you with skills, knowledge and tools, we will show you step-by-step how you can achieve your financial goals and become financially independent. Financial Coaching can help take your stress away and you can become more confident with handling your money. Handling money is not only a numbers game. It involves making a change to your habits, behaviors and mindset about handling money. You work too hard to be broke. Now is the time to reduce stress related to money, take control of your money, improve communication with your spouse about finances, teach your kids healthy financial habits, and leave a long lasting legacy for your family. We can help! Think of us as a personal trainer for your money.
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Ryan Barnhill is a registered representative with, and securities and advisory services offered through, LPL Financial, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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