Not all financial advisors are created equal.
Fi-du-ci-what!? It’s simple — we have structured our business so that we are personally liable if we give you bad advice.
No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
(Note: These case studies are hypothetical, do not involve a Define Financial client, and should not be construed as a guarantee.)
Case Study #1
Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely. Mark is a tenured professor who can’t imagine no longer making such a big impact on the lives of his students. He loves being able to…
Case Study #2
Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura were looking forward to traveling, golfing, and giving back to their community. His retirement package included stock options…
Case Study #3
After accumulating wealth throughout the years as a biotech executive, Carol began thinking about retirement. She consistently saved and currently holds a variety of investment accounts, including 401ks from her employers, stock options, an ESPP, and multiple brokerage accounts.
Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.
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A fee-only financial advisor for professionals over age 50 planning for retirement. Services include:
INVESTMENT MANAGEMENTSOCIAL SECURITY TIMINGRETIREMENT INCOMETAX PLANNINGRETIREMENT PLANNINGOPTIMIZING INSURANCEHave peace of mind knowing your money stays with established institutions you can trust:
FOUNDER & CEO
Welcome! I’m a native San Diegan and I worked for large wealth management firms for half of my career.
They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
In 2014, I launched Define Financial. We are a team of award-winning CFP® Professionals helping our clients reduce taxes, invest smarter, and retire on their terms.
I’m a regular contributor to Kiplinger and the host of an iTunes top 100 retirement podcast called “Stay Wealthy”.
When I’m not perfecting financial plans, you can find me traveling with my wife and two sons (Sawyer & Sutton), searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Today I’m sharing the best questions to ask a financial advisor. In fact, these are the exact questions I tell people to ask us when they are considering our firm. So if you’re tired of seeing the same old questions to ask a financial advisor (“how often will I hear from you”), you’ll really enjoy…
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Taylor Schulte, CFP® was awarded the #2 spot on the Investopedia Top 100 Financial Advisors of 2020 list last week. Each year, Investopedia creates its list of advisors who have been influential in bringing financial education to diverse audiences. For 2020, that also meant addressing the arrival of the COVID-19 pandemic. Volatile markets and record…
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12526 High Bluff Dr Suite 238 San Diego, CA 92130 |
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858 . 345 . 1197 |
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858 . 345 . 1319 |
