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.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to help determine life insurance needs to provide for your family after you pass away.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
It sounds simple, but paying yourself first can really pay off.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Have you explored all of your choices when it comes to managing your taxable income?
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold, and its history, may help you answer that question.
There’s an alarming difference between perception and reality for current and future retirees.