Independent. Comprehensive. Focused On You.
Phase Four Financial Solutions is a Financial Life Management & Retirement Coaching firm in central San Diego working with clients like you: optimistic about your future, having significant goals to accomplish for you and your family, and who want an advisory team comfortable having high-level goal & vision discussions combined with the experience to assess & freedom to implement the appropriate financial solutions.
What We Do at a Glance
- Fee-Based Financial Planning
- Wealth Management / Investment Advisory Services
- Retirement Planning & Transition Coaching
- Education Funding for Children & Grandchildren
- Life & Disability Insurance Analysis
- Traditional & Asset-Based Long Term Care Funding
- Social Security & Pension Optimization & Other Retirement Income scenario planning
Get a Personalized Feed of Relevant Financial Content
Experience the Phase 4 Process
Common Concerns We Advise Our Clients On
"what kind of lifestyle will i be able to afford in retirement?"
"How do i balance all of my competing goals and save for retirement?"
"How do i put the right protections in place for the unexpected?"