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 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.Learn More
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
With almost 30 years helping my clients achieve their life goals while providing peace of mind and financial stability.Learn More
Over 25 years of experience developing a unique process to create realistic and practical financial strategies.Learn More
How 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."
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding how a stock works is key to understanding your investments.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Currency has been around for a long time. Here’s a quick history lesson.
Do you understand these common mobile slang terms?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are you ready for retirement? Here are five words you should consider.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.