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Jeffrey M. Siegel CPA/PFS Financial Advisor, RJFS
4330 La Jolla Village Dr.
Suite 330
San DiegoCA 92122
Phone: 858-866-3550
Fax: 858-535-0763
Toll-Free: 877-752-6463
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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Investment Philosophy

Jeffrey Siegel - San Diego Financial Planning, Investment Advisory, Retirement Planning, 401k Rollovers

Security and Investment Advisory - Our Philosophy

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program.

Every decision we make will be focused on achieving the results you want. Our San Diego based financial advisory and services are here for you, and our investment philosophy is tailored to your financial needs. What does our local San Diego financial planning and investment advisory philosophy involve:

Our mission is to help clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

Financial Planning and Tax Planning

We can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, and your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Asset allocation, asset management, estate planning, mutual funds, retirement planning, stocks & bonds, college planning, tax planning, identity theft, alternative investments: these are vital investments to consider for your comprehensive financial plan.*

Whether you are an executor, beneficiary or heir, presented with sudden wealth, inheritance, inherited stock, inherited IRA or stretch IRA, you should know that you need individualized financial planning, such as that offered by a CPA personal financial specialist. We provide free online financial resources to shed light on these areas, and take an active part in your understanding when you work with us.

*Investments mentioned may not be suitable for all investors

401k Rollovers/IRA Rollovers

There are many 401k/IRA rollover rules and options to consider when rolling over your old retirement plan, as well as rollover tax consequences that could impede you from taking the correct IRA distribution, RMD or even lump sum distribution. Whether you are in the Accumulation phase, or the distribution phase of retirement, these are significant money management issues to weigh in on.

401k Rollover Options

When you change jobs or retire, you generally have four alternatives for dealing with the assets you’ve accumulated in your former employer’s retirement plan:

  • Rolling assets into an IRA
  • Take a cash distribution
  • Leave the assets in the plan
  • Move the assets to your new company plan

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Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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