Email
les@fee-only-planner.com
Phone
Disclaimer

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

FORM CRS

9820 Willow Creek Road, Suite 200
San Diego, CA 92131
United States

First Name
Leslie
Last Name
Merrithew
Fax
858-547-4691
Toll Free
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.