Did you know?
A Fee-Only planner is compensated solely by the client for financial planning services.  They receive no commissions, referral fees, rebates, awards, finders fees etc… A fully disclosed “fee for services”  is the only compensation paid. 

Stewart Financial Services is a Fee-Only Financial Planning firm that puts you and your family’s financial future first. We serve greater San Diego including Borrego Springs, Ca.

We understand today’s concerns about the economy and uncertain times. Like most people, you probably worry about your financial future. How can you rest assured that you can achieve your goals and live a fulfilling and productive life? 

 

We want you to have financial peace of mind and enjoy life more
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Would you worry less if you were more confident that you…

• Knew you were making the right decisions based on current information?
• Have the right mix of investments and a strategy that will allow you to reach your most important goals?
• Knew that your money would last a lifetime.

 

Financial Peace of Mind
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Stewart Financial Services helps people realize and achieve real financial freedom. When you visualize financial independence what do you see? Retirement? More opportunities for travel? Sending children or grandchildren to college? With the right help, you can put together these puzzle pieces to secure your financial freedom.

We can help
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What usually happens is that individual professionals give you advice separately: stockbroker for investment advice, insurance agent for insurance, and an attorney for estate planning. Is it any wonder that the pieces don’t always fit together?

Stewart Financial Services is different. We focus on all your goals in your complete financial life: tax preparation and planning, investment strategies, insurance, estate and retirement planning, budgeting, and more. This creates a complete financial plan that changes as your life changes.

Stewart Financial Services won’t tell you what to do, we act as your financial coach and partner , providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Fitting Pieces Together
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If you have some financial planning pieces in place, such as, paying taxes, investments, insurance, and some estate and retirement planning, they probably were done at different times in your life and by different people. They probably feel un-integrated and separate from one another.

Stewart Financial Services coordinates each piece of your financial life to accomplish its own specific task, but also to support the tasks of each and every other piece. We call this “life integrated financial planning,” and we are experts in this area.

Being an astute investor should not be a haphazard exercise. When your investments have been properly balanced, chosen with an objective perspective, and regularly reviewed, you enjoy peace of mind and confidence in your future.

Let Stewart Financial Services assist you in planning an extraordinary life.