CAPITAL INCOME ADVISORS

The final step is to act on your plan that we have provided you. By giving you exact steps to take, you have come to a fork in the road. The final decision is not IF you should implement the plan, but rather if you would like to do it on your own or have a professional handle it. If you would prefer a professional, we will get all the recommendations done one at a time. We find that the most common things we do right away are usually tied to rebalancing your accounts, putting the right insurance policies in place that are needed, and working with your tax and estate planner to make sure you are covered in these areas of your plan as well. Don't worry, if you do not have a relationship with a professional, we can coordinate with one of our recommended partners we built a relationship with over the years. Once everything is in place we move on to monitoring the plan and taking action when needed along the way. We are a comprehensive financial planning firm that can handle all aspects of..

Primary location: San Diego United States