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