We are available to help make financial decisions relevant to you without holding you to investment management requirements.
For those with retirement on the horizon, we offer all-encompassing services for a seamless transition into retirement.
We are your go-to financial partner to optimize your assets and will always be just a call away when you have financial questions or concerns.
YOUR LIFE . YOUR GOALS . YOUR PARTNER
You want comfort, peace and security in your retirement. You need a comprehensive financial strategy that is aligned with your lifestyle goals. We can help get you there.
Mary Van Nostrand, a Certified Financial Planner®, is your Trusted Partner. As an independent, fee-only registered investment advisor, she provides a comprehensive, personalized wealth management process by putting her clients first. She receives no commissions and does not sell any products.
LET’S HAVE A CONVERSATION
You are invited to set up a complimentary, no-obligation introductory meeting. We are happy to meet with you at our office in San Diego or virtually from wherever you are in the U.S.
If you have been hesitant to make investment decisions in your 401(k) plan or are concerned that you’re making the wrong decisions, you are not alone.
Stock market volatility and a litany of geopolitical uncertainty may confirm the risk of investing in the stock market.
One step we can take today to induce more financial freedom in retirement is through contributing to a Roth IRA.