No Cost Consultation
Request a meeting to help you understand and better define financial goals.Learn More
Help with QuickBooks
We can work with you to ensure that you are getting the most out of your QuickBooks software.Learn More
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.
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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here are six flags that may make your tax return prime for an IRS audit.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.