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.
Rightsizing for Retirement
What does your home really cost?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
When considering life insurance, it's important to understand your options.
Tax preparation may be the perfect time to give the household budget a check-up.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
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.