We Can Help Because We’ve Been There
With over 39 years of experience in providing financial planning services to the greater San Diego area, we’ve been with our clients from the start of their careers through the passing of their legacies. Families, couples and individuals stay with us throughout every stage of life because we’ve worked hard to build a foundation of trust, education and communication.
Are You Frustrated By Your Finances?
With personal success can come financial complexity. And while preparing for retirement is an exciting time, it can be filled with uncertainty, confusion and misinformation. Kathleen Covey puts her background in education to good use offering thoughtful, easy to understand options to address your most pressing financial needs.