Tax & Retirement Planning San Diego
Frequently Asked Questions
Is there a sales pitch?
This class is purely educational. No products will be discussed or sold. The class covers a lot of material in a short amount of time. If you find yourself wanting more help when the class is over, you may request a complimentary one-on-one consultation to go over your personal situation.
What are your qualifications?
CERTIFIED FINANCIAL PLANNERTMAll instructors have earned the CERTIFIED FINANCIAL PLANNER™ designation. For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Why do you offer this class?
WE LOVE TO TEACH
We believe financial education is important. We spend most of our adult lives making financial decisions yet receive virtually no formal education – from elementary school through college – to prepare us for retirement and other financial obstacles.