5.00 · 1 review
K
via Google
Keith Kaufman
· almost 8 years ago
I started going to San Diego Wealth Management when I finally realized that I could use a little professional help after managing my own money, with moderate success, for forty years. Kathleen has been my primary Financial Advisor and she has been great. She has been willing to stay well past their normal hours in order to sit with my wife and I and discuss options and plot out our upcoming retirement. One thing that was also helpful was bringing in a lifestyle coach that helped us define exactly what we expected our "Golden Years" to look like. It is one thing to stop working, it is quite another to set a realistic expectation as to what you will do with your time. Then, with Kathleen's help, we were able to put together a financial plan to ensure that we could enjoy our retirement without worrying about running out of money before we ran out of time. I can honestly say that with San Diego Wealth Management's assistance, my wife and I are not only looking forward to our retirement, but were are starting it years before we thought we could.
