9750 Miramar Road
Suite #220
San Diego, CA 92126
Email: dental@feasc.com
Fax: 858-564-0423

Toll Free 888-647-8777

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Financial Planning

According to the Dept. of Labor, it is estimated that if you are still paying for a mortgage (or renting) when retirement comes, you will need 80% of your income to maintain your current standard of living! If your house is paid off, you will still need 60% of your income! 

Let Alain or Kenny help you build strong financial foundations.
  • Financial inventory
  • Settings your goals
  • Future needs evaluation
  • Future income evaluation
  • Portfolio review
  • Investment strategies
  • Closing the gap
  • Implementation
Will you be ready? Don’t procrastinate, or you could pay a heavy price later.
All of those steps are crucial for your financial well being. Call us at 888-647-8777 or simply complete and submit your request and we will schedule a preliminary meeting to review your personal information and goals.