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Our goal is to assist you in minimizing your tax liabilities currently and into the future.Learn More
Welcome, I'm Steve Nartker, a Certified Public Accountant and Investment Advisor Representative in San Diego, CA. Managing your income taxes plays a significant role in both accumulating assets for and distributing assets during retirement. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is starting or owning a business, preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold, and its history, may help you answer that question.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.