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?)
Website: definefinancial.com
Phone: (858) 345-1197
Closed now
- Sun Closed
12526 High Bluff Dr, Ste 238 San Diego, CA 92130 ·2156.94 mi
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Reviews
yelpWorking with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked for a better partner for our finances. We love the fact that they're a fee-only fiduciary and are...
MoreI found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we learned their team was accepting new clients, we quickly got in touch to see if they may be a good fit...
MoreEverything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.
MoreMy wife and I have been working with Taylor and Jon to get our first retirement account setup through our business. It is something I've wanted to do for a while but have put off because I always...
MoreTaking the dive to work with Jon and Taylor has felt like one of the best investments I've ever made. The patient financial advice and relevant resources they provided were hugely educational and...
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