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."
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Apps that help small business owners better manage and grow their business.
Do you have an estate strategy? You should.
How long does a $20 bill last?
These food myths will really put a drain on your wallet.
An increasing number have been developed to help individuals with their personal finances.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.