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Define FinancialFinancial Consulting
5.0 12 reviews on
Website
Define Financial is a fee-only San Diego financial advisor dedicated to helping people aged 50+ invest smarter and...
MoreDefine Financial is a fee-only San Diego financial advisor dedicated to helping people aged 50+ invest smarter and reduce taxes in retirement. We do our best work with diligent retirement savers who have a nest egg of $2 Million or more. If you have questions such as... "How do I turn my nest egg into a paycheck?" "How can I reduce my taxes in retirement?" "Are my investments suitable for retirement?" ...we have the expertise to help! Best of all, we never receive compensation in the form of commissions! We are a fiduciary, and we have structured our business so that we are personally liable if we give you bad advice. (Sounds reasonable, right?) Less
Website: definefinancial.com
Phone: (858) 345-1197
Closing soon · 5 PM
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12526 High Bluff Dr, Ste 238 San Diego, CA 92130 901.63 mi
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Yelp Reviews

5.0 12 reviews
- 5 star 12
- 4 star 0
- 3 star 0
- 2 star 0
- 1 star 0
- Laura M.04/30/24
  I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we learned their team was accepting new clients, we quickly got in touch to see if they may be a good fit... More
- Lori H.03/03/23
  Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone. More
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