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San Diego, CA 92107

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Helping Blue Collar Millionaires

619-573-4738

 

WHO WE SERVE

Chip has been helping blue-collar millionaires plan for and transition into retirement for more than 20 years.

Although our site is filled with educational videos, articles, presentations and calculators these tools are not meant to replace the personal relationship of a dedicated financial professional.


Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

 

The Pros and Cons of 529 College Savings Plans

If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of...

Infographic: Coverage Checkup

Coverage checkup. Is disability coverage from your employer enough?

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Think of Retirement in Terms of Monthly Income

When you think of planning for retirement, like most individuals, you probably visualize a number. The reality is that most individuals think in terms of an account balance at retirement.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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