Life is complicated enough without adding money to the picture. Managing your finances can be a full-time job in itself. That’s why there are professionals who do this for a living (hint hint: that’s what we do). In previous decades, things were a little more simple when people often worked for the same company most of their lives, lived a few years in retirement on Social Security and their pensions, and passed modest estates on to their children.
Today, things have changed drastically, with an increased life span, changing demographics, and a more complex and volatile financial world. It’s not uncommon for people to lose sleep over how they’re going to make everything work. Thankfully, it doesn’t have to be this way.
At FSI Wealth Management, we help families and individuals take the mystery out of preparing for today and tomorrow so they can live life to the fullest. Here’s more about how we can help.
Who We Are
Our firm was established in 1995 with an emphasis on comprehensive and holistic wealth management and the importance of building well-established relationships with our clients that are rooted in trust, respect, and longevity. Our clients are mainly successful professionals and retirees in the San Diego, CA, area, but we also work with people across the country. Many of our clients come from the aerospace and defense industries, notably Raytheon.
The families and individuals we work with are more than just clients, they are family. As such, we are committed to getting to know our clients and learning their stories so we can help them achieve their personal and financial dreams. We see ourselves as more of family stewards. Family is important to our clients, and as an extension of our families, we take care of them. Our clients listen to what we have to say and know we have their best interests at heart. Because charity is also important to them, we work with clients on how to strategically maximize their giving.
How We Can Help
At FSI Wealth Management, our comprehensive approach can be described as advanced wealth planning. This includes wealth enhancement, protection, legacy, and retirement planning. Our process for helping clients achieve their goals is unique in that it is designed to build and support strong relationships based on trust. We take the time to get to know our clients and their unique needs and goals so we can educate them on how to best achieve their vision of an ideal financial future. Our process is based on these three core concepts:
Investing is a part of every plan, and our investment philosophy is based on five key concepts for financial success—concepts that we believe keep investors (and their investments) on track to reach their financial goals. With each client we work with, one of the most significant benefits we hope to offer is confidence and trust; they know we are achieving what we set out to do and they don’t have to worry about it…because we’ve got this!
What Makes Us Unique
One thing that differentiates us from other financial advisors and firms is that we are strategic thinkers, bringing options to the table which clients haven’t heard of before. We also collaborate with their CPAs and other financial professionals so we can provide a more comprehensive and holistic picture of the client’s financial situation. We’re all in their corner, working together for the client’s benefit.
We also really listen to what they have to say, striving to always go above and beyond their expectations. At the same time, we are straightforward and tell it like it is rather than what we think they want to hear. We treat our clients with respect and work to educate them about our processes, not just at the beginning but throughout our working relationship. For us, it’s a lifelong commitment, and I truly believe this makes our clients feel very comfortable and encourages a trusting relationship. In addition to educating our clients, we also aim to stay educated in our profession. Most importantly, we’re always available to our clients for questions and try to find answers to things even beyond what a traditional financial planner might provide.
We Are Here for You
When it comes to retirement planning or financial planning in general, no two situations are the same. Because you and your circumstances are unique, we treat your financial plan in a unique and highly personalized manner. It can be challenging to figure out all the complexities of your financial situation, but you don’t have to do it alone.
At FSI Wealth Management, we’re here to help simplify the process and take care of the details so you can focus on living your life. If you would like help reaching your financial and retirement goals, we would love to meet with you to answer your questions and see if we would be a good fit to work together. Schedule a no-obligation introductory meeting by calling me at (619) 681-1911, emailing email@example.com, or scheduling a time online.
Paul Neves is president and wealth manager at FSI Wealth Management, a leading independent wealth management firm based in San Diego, California. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. Working with clients in the financial industry since 1989, Paul has dedicated his life to seeing his clients and their families reach their goals and fulfill the financial plans they have created for their life. He believes that trust and respect are key to building strong, long-lasting relationships with his clients. Paul is known for helping families take the mystery out of preparing for today and tomorrow.
Paul graduated from San Diego State University in 1989 with a bachelor’s degree in business administration, concentrating on financial planning and services. He is currently a resident of Point Loma, California, where he spends his free time with his family and friends either boating, cooking, wine tasting, or traveling. To learn more about Paul, connect with him on LinkedIn.