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Do you have a solid financial foundation? In these tough financial times, financial planning has become more important. When you have a strategy and a plan, it’s easier to meet all of your life goals. As with most of our clients, you probably have ideas about what is truly important to you. Our comprehensive financial planning approach allows us to build scenarios based on your desires and values, which affords you the opportunity to visualize your ideal life. Then together we can plan accordingly.

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Click here to Make an Appointment with San Diego Financial Planner Dan Osgood for your Free Financial Assessment.

What’s most important to you may be spending more time with family, educating your children or setting up an estate plan in order to leave a legacy. Or you may enjoy traveling more, helping your community through planned giving and benefiting from less stress overall. Our clients are active, vibrant people whom we admire and will do anything we can to assist. In return for the joy you bring us, our clients know that we are here to support and advise you every step of the way – in good times and in bad.

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Dan Osgood co-hosts The Portfolio Doctors on 1170 KCBQ AM Saturdays from Noon to 1pm.

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On the Radio:



February 13, 2016 – Investment options in these volatile times and what does a potential negative interest rate mean for the stock market and economy.

January 30, 2016 – What is going on in the economies of the world and how they may impact your investment decisions.

January 16, 2016 – Making sense of what to do with the market dropping.

January 09, 2016 – Factors the make up risk tolerance, decision making and being adaptable.

January 02, 2016 – A look into the prospect for growth in the economy in 2016 and how China will affect growth of the global economy.

December 26, 2015 – Our predictions for the economy in 2016

December 19, 2015 – How the Fed’s rate change will affect mortgage interest rates and the stock market. They outline a list of recommended year end activities in your portfolio related to tax planning.


November 28, 2015 – How much should you be saving?

November 21, 2015 – Dan and Steve discuss how a few “high flyers” are propping up the stock index, but the rest of the market is not doing so well. Will the Fed increase interest rates?

November 13, 2015 – Dan and Steve discuss the emotions a practicality of purchasing a home in the volatile San Diego house market and other real estate investment options.

October 17, 2015 – The Federal Reserve, the Global Economy and Nontraditional Investments.

October 10, 2015 – The pros and cons of the robo-advisors for stock investing and cash-out refinancing with today’s low interest rates.


October 3, 2015 – Is cash a viable place to allocate your funds?

September 5, 2015 – Are you ready for retirement?

August 15, 2015 – In light of dire warnings issued by Stansberry Research and associated media hype, the Portfolio Doctors discuss the condition of stocks, bonds, commodities and currency using a burn scale, 1st 2nd or 3rd degree. Steve and Dan give a realistic analysis the world economy which is not be as bad a you have been led to believe.

July 25, 2015 – Is your investment portfolio and island? Dan and Steve, The Portfolio Doctors, talk about Steve’s recent blog that your investment portfolio is not an island. There are many direct and indirect influences on how your portfolio should be allocated, and what these influences are.

July 18, 2015 – The Portfolio Doctors, Dan and Steve, discuss 3 lessons to be learned from the volatility of the stock markets in the last 6 months and answer listener’s email questions, including what publications one should read to be better educated about investing.

July 11, 2015 – Nine money moves that could kill your retirement

July 4, 2015 – The Portfolio Doctors discuss the CFA Institute’s seven deadly sins of investing and how they affect your personal investment strategies

June 27, 2015 – Greece and global debt levels add worry to the market. Dan and Steve play “True, False or Bologna?”

June 20, 2015 – Making the Right Investment Decisions Based on Goals and Not Emotion.

June 13, 2015 – Is the market growing for the right reasons? The impact of global government debt.

June 6, 2015 – The importance of reviewing, adjusting and sticking to your financial plan.

May 30, 2015 – The strength of the US dollar, interest rates and global deflation.

May 23, 2015 – The Portfolio Doctors talk about how the full employment rate doesn’t account for the underemployed who can’t retire.

May 16, 2015 – Steve and Dan converse about the current conjecture about whether or not the FED will raise interest rates.

May 9, 2015 – Ensuring that you are saving enough to live comfortably all the way through your retirement years.

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