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.
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.
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:
Your Rights as a Client:
Click here to read the Raymond James Client Bill of Rights