Understanding Today’s Financial Environment
Welcome, we're FSI Wealth Management, a financial organization in San Diego, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We are fiduciaries and can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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We are a team of experienced professionals, acting as fiduciaries, and are ready to help with your financial issues and concerns.
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With almost 30 years helping my clients achieve their life goals while providing peace of mind and financial stability.
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Over 30 years of experience developing a unique process to create realistic and practical financial strategies.
Learn MoreHow Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Helpful Content
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?