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Your Partner In Planning For The Moments That Matter

San Diego Financial Planning Process

760-803-5206

Peter Smegielski, CFS®

Financial Advisor

Initial Meeting

Get to know about you, your vision, values and goals.

Efficiency Review

Analysis and review of existing assets and insurance policies.

Financial & Legacy Planning

Cash flow, wealth building, lifestyle, risk management and family legacy.

Communication

Continued support to and through life transitions.

Featured Planning Topics

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.