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Free Assessment

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Mark & Jenn finally have a
tax-smart retirement plan.

They started by getting a
Free Retirement Assessment™

Get Your Free Assessment

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Named #2 Financial Advisor in U.S.

There are 100,000+ independent financial advisors in the U.S. The Investopedia 100 spotlights the top financial advisors in the country, and Taylor Schulte was awarded the #2 spot in 2022.

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#2
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You're Age 50+

You have over $1 Million in retirement savings.

But you have questions...

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"How do I safely create
tax-efficient income?"

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"How can I reduce
my taxes in retirement?"

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"Are my investments
suitable for retirement?"
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Interested in Working
Together?

Get started in three easy steps:

1

Step #1

Get Your Free Retirement
Assessment™

Learn how we can help you lower taxes
and improve retirement success.

2

Step #2

Think About It!

Review your Retirement Assessment and
determine if we're the right fit.

3

Step #3

Personalized Ongoing
Advice

Hire us do the heavy lifting so you
can enjoy retirement!

Get Started Now

-Success Stories-

Retirement Planning
Case Studies

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Case study #1
Work Optional

Mark and Jennifer don’t have a set retirement date.

Not because they can’t retire—because they’re not sure when (or if!) they want to stop working.

Mark is a tenured professor and Jennifer is a respected physician. They both enjoy their careers. Their work adds value and meaning to their lives...

Continue Reading

-Why Define-

The Define Difference

Experts in helping people aged 50+ lower taxes,
invest smarter, and maximize income.

What you get:
  • Transparent Pricing
  • Customized Retirement Advice
  • Fiduciary Financial Advisor
We will never:
  • Charge Hidden Fees
  • Recommend Cookie-Cutter Solutions
  • Hide Conflicts of Interest
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-About Us-

Define Financial

Award-winning CFP® Professionals helping
retirement savers aged 50+:

  • Lower Taxes in Retirement
  • Manage Investment Risk in Volatile Markets
  • Create Tax-Efficient Income

Meet the Team

Letters

The 10 Biggest Mistakes to Avoid
When Hiring an Advisor [FREE Guide]

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12526 High Bluff Dr
Suite 238
San Diego, CA 92130

(858) 345-1197

© 2023 Define Financial

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