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 25 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."
Navigating Uncertain Times
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.
Helpful Content
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?