Our Financial Planning Services

South County Financial Planning works with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

You don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — South County Financial Planning can help you along the way.

Your financial objectives may include:

Ensure retirement income
Reduce the burden of taxes
Minimize the effects of inflation
Create and preserve personal wealth
Maximize wealth transfer
Prepare for college expenses
Reduce the risk of financially devastating events
Plan for a special needs child

To help you reach these important goals, our services include:

Personal Financial Planning
Retirement Planning Strategies
Active Money Management (for those who want full service)
Passive Portfolio Construction ( for do-it yourselfers)
Cash Flow Spending Plan
College Funding Advice
Stock Option Advice
Lump Sum Distribution Advice
Life, Long-Term Care & Disability Insurance Needs Analysis
Second Opinion on Investments or Current Financial Plan

Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?

Call us at (949) 240-6125 to schedule your complimentary, no-obligation Get Acquainted Meeting.

PLEASE NOTE: 24 Business Hour notice is needed to cancel or reschedule a meeting to avoid a $50 fee. This is to cover my out-of-pocket cost charged by the property management where I rent space.

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