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WHY DEFINE

Not all financial advisors are created equal.

Fiduciary

As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving clients. Put simply, our clients’ interest must be ahead of ours at all times.

Commision-Free

No commissions and no hidden fees. The only compensation we receive comes from our clients directly.
Period.

CFP® Professional

The CERTIFIED FINANCIAL PLANNER™ designation means we are on top of our game. Only 25% of all financial advisors* in the industry can claim this distinction.
*Source: www.cfp.net, www.cerulli.com

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IT’S WELL DEFINED

Let the stories speak for themselves.

Case Study 1:

A Second Opinion

Our client is a 45 year old entrepreneur in San Diego, CA. His family had been working with a Financial Advisor at a large brokerage firm for 10+ years. Their portfolio wasn’t doing well and the lack of contact from their Advisor was concerning. He reached out to our team to ensure his family’s financial…

Case Study 2:

A Young Professioal

After working her way through the corporate world for 12 years, this client started to generate a healthy six figure income. For the first time in her life, she had money to invest in her future but didn’t have the time to develop a plan. She did not meet the account minimums of the large brokerage firms, so she set out to…

Case Study 3:

A Retiree

After dedicating 30 long years to his company, this client decided it was time to hang it up and start enjoying life. His retirement picture was complete with a pension, 401(k), and stock options. Needless to say, he was in need of a financial team to help design a plan that would protect his lifelong savings.

Case Study 4:

A Business Owner

When we first met this client, he was faced with the challenge of selling his medical practice and retiring. He was married with three adult children, and this was the biggest financial event of his life since starting his business 35 years ago. He had worked too hard to risk making any mistakes. Our first word of advice was…

10 Tips for Achieving a Better Investment Experience

Growing wealth has no shortcuts. Download our free guide and learn from an industry-leading financial planner how to make smart decisions with your money.

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FINANCIAL PLANNER SERVICES

A fee-only financial advisor for individuals, businesses and institutions including:

INVESTMENT MANAGEMENT
CHARITABLE GIVING SERVICES

FINANCIAL PLANNING
BUSINESS RETIREMENT SOLUTIONS

RETIREMENT PLANNING
INSURANCE SERVICES

Have peace of mind knowing your money stays with established institutions you can trust:

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TECHNOLOGY MEETS FINANCIAL PLANNING

All of your financial accounts in one place!

A research group once described financial planning as feeling like a mix between a dental visit, math class, and marriage therapy. Making smart decisions with your money shouldn’t be painful – it should be rewarding! We have partnered with industry-leading technology partners to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.

Available to our amazing clients at no extra charge.

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ABOUT US

You define your goals. We define a plan. Together, we define your future.

Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in financial planning and investment management services for busy professionals and retirees.

Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Define was launched to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure our clients can reach their goals.

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Connect

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

taylor@definefinancial.com

Welcome! I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make our clients more money. I wanted to change that.

In 2014, I launched Define Financial. We are a team of industry-leading CFP® professionals working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.

Since launching Define Financial, I’ve been recognized as a 2015 and 2016 Five Star Wealth Manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and I was the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine. I’m also a regular contributor to Kiplinger and San Diego Downtown News.

I’m a proud graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not perfecting financial plans, you can find me traveling with my wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

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From the Blog View All

Whole Life Insurance: Or Why You Don’t Need a Car With a Built-In Dishwasher

By: Jon Luskin | Published: September 7, 2016

Before I tell you about whole life insurance, imagine for a moment: You’re going shopping for a new dishwasher. A salesmen approaches you and tells you about a FANTASTIC new product: the dishwashing car! The dish-washing car is a car with a built-in dishwasher! Just think of the possibilities: You can do your dishes while driving your car! Now, because this product is so ground-breaking, there are a few catches. This dishwashing car is very expensive (at least compared to buying a car and a…
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In the Press View All

Define Financial Expands Team; Adds Jon Luskin as Financial Planner

By: Define Financial | Published: July 7, 2016

SAN DIEGO—July 07, 2016—Define Financial, a San Diego-based fee-only financial planning firm, announced today it has added Jon Luskin to the team. In his new role as a Financial Planner, Luskin will be responsible for the development and analysis of financial plans, investment management modeling, and business development. Prior to joining Define Financial, Luskin worked as a financial planner at Wealth Analytics, where he was responsible for developing comprehensive financial plans, managing client relationships, and blogging on the firm’s website. His other work experience…
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Contact Us

	750 B St. Suite 1750 San Diego, CA 92101
	619 . 577 . 4002
	619 . 573 . 4012
	info@definefinancial.com