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.Learn More
We are a team of experienced professionals, acting as fiduciaries, and are 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."
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Retirees traveling abroad need to know that their health insurance travels with them.
Term insurance is the simplest form of life insurance. Here's how it works.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
An increasing number have been developed to help individuals with their personal finances.
An overview of some fundamental steps when a loved one passes.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
When markets shift, experienced investors stick to their strategy.
The market is as unpredictable as the weather. We’d love to help you prepare.
When do you need a will? The answer is easy: Right Now.