More than 30 Years in
Business in San Diego
KOGO News Radio 600

Are You Financially Organized ?

Your Health & Your Wealth: 

We all understand the importance of a medical exam. We visit the doctor and have all those tests and… worry a little about the results. We then are called back to hear what the doctor has to say to stay healthy…or hear news which requires us to take action.


  • Do your investments “match” the stage of your life? Are your investments too aggressive or too conservative?
  • When have you really focus on your retirement investments? When are you going to retire?
  • Are you paying “more than your share” in income taxes? Check our Tax link for more information.
  • When was the last time you reviewed your insurances? Too much or not enough?
  • How long has it been since you reviewed your estate plan? (Those wills and trust).
  • Is your debt good or bad debt?

Order our complimentary booklet Are You Financially Organized? and learn more and how to plan an action game plan to get financially organized. It will just feel good ! How to get the AYFO booklet?

Simply go to Find an Advisor link and type in “booklet” – we’ll forward it to you ASAP !