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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.

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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."

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Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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It's important to make sure your retirement strategy anticipates health-care expenses.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The Five Basics of Financial Literacy

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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