Financial Planning and Investment Management
Point Loma Advisors collaborates with you to understand your financial circumstances and values, and prepare a comprehensive financial plan with recommendations. You have the option to retain Point Loma Advisors to implement your plan, manage your investments, keep you up to date, and be there to answer your financial questions.
Point Loma Advisors believes that financial planning is an optimization exercise that includes savings, investments, retirement plans, employee benefits, taxes and insurance. We implement investment strategies with passively managed ETF's and mutual funds with low expense ratios.
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