WHY DEFINE FINANCIAL?
Not all financial advisors are created equal.
Fi-du-ci-what!? It’s simple — 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 U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
RETIREMENT PLANNING CASE STUDIES
(Note: These case studies are hypothetical, do not involve a Define Financial client, and should not be construed as a guarantee.)
10 Biggest Mistakes
TO AVOID WHEN HIRING A FINANCIAL ADVISOR
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.
Retirement Planning Services
A fee-only financial advisor for professionals over age 50 planning for retirement. Services include:
- INVESTMENT MANAGEMENT
- SOCIAL SECURITY TIMING
- RETIREMENT INCOME
- TAX PLANNING
- RETIREMENT PLANNING
- OPTIMIZING INSURANCE
Have peace of mind knowing your money stays with established institutions you can trust:
TAYLOR R. SCHULTE, CFP®
FOUNDER & CEO
Welcome! 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 a Forbes Top 10 retirement podcast called “Stay Wealthy”.
When I’m not perfecting financial plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
From the Blog
Today we are breaking down credit scores and credit freezes. In fact, these are two of the most misunderstood retirement planning topics. So if you want to know exactly… What a credit score is and why it’s important How to (quickly!) improve your credit score Step-by-step how to process a credit freeze …then you’re going…
In the Press
SAN DIEGO, October 8th, 2022 – Define Financial was named one of the “Best Financial Advisors in San Diego” by Expertise.com. Expertise scored the Best San Diego Financial Advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best: Availability. Consistently approachable and responsive,…