Our team specializes in tax planning strategies. We work with households that loosely have a gross income of over $400,000 or are looking for help in managing about $250,000 of assets. We do not charge for preliminary planning analysis and feedback including tax strategy and investment allocation. We charge either flat fee for a one time engagement or for ongoing input and feedback we charge a percentage of assets. Our fees range from 0.5-1.65% We help clients setup investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification for risk mitigation, life insurance, insuring cashflow, minimizing estate taxes, guaranteed income streams, and how to setup and balance between high growth oriented investment allocations and more balanced guaranteed assets. We approach everything through a comprehensive plan including tax liability analysis and mitigation.
San Diego, CA : Lets Insure was created almost two decades ago by our founder Salar Baktash. After having spent many years in the insurance industry, Salar recognized that there was a complete breakdown in communication between insurance companies and their clients.
The way that you think & feel about money matters.
Save time and money on cheap car insurance in San Diego, California. With Freeway Insurance, you can get affordable auto insurance policies in San Diego, California. Our bilingual licensed insurance agents compare car insurance quotes from companies to ensure you receive the cheapest rates. You obtain cheap California car insurance, regardless of your driving record. Even if you have had tickets, accidents, a DUI, or require an SR-22. We can also help you get low-cost motorcycle insurance, commercial auto insurance, homeowners insurance, renters insurance, and more in California. We can help you by phone, get a free quote online or visit our San Ysidro, 92173 store.
Boutique wealth management firm serving working professional families utilizing sustainable and socially responsible investment strategies.
Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another kind, I'm here to help you understand the insurance coverage you may want. Serving the San Diego, CA area since 2005, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0E84862
We help our customers save time and money by saving time and hassle at the DMV and with their insurance needs
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Serving my community over 17 years of experience, need assistance with your financial and taxes needs , contact us now !
