San Diego Tax & Wealth Management Inc. is a full-service financial firm committed to helping you pursue your financial goals. We have been working with individuals and businesses in the San Diego area and throughout the country for over 30 years.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to achieve them with our breadth of experience providing sound financial information.
There are various opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals in pursuit of your financial goals.
Newsletters
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.