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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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When considering life insurance, it's important to understand your options.
A change in your mindset during retirement may drive changes to your portfolio.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.