Point Loma Advisors
Financial Planning and Investing for Professionals
(619) 798-6400
Expanded Household Financial Plan
This Plan is intended to include consideration and assessment of the types of income, assets and debts described below beyond the Basic Household Financial Plan. The minimum fee is $2000 with the total cost not expected to exceed $6000. The pricing is negotiable and determined upon completion of client questionnaires. The following types of income, assets and debts taken into consideration for this Plan are:
-income, debts and assets from a business, including rental property
-investment in intermediate and advanced assets such as margin accounts, derivatives, partnerships, futures, etc.
-stock options
-trusts
-evaluation of special needs for self and dependents such as assisted living, nursing homes, rehabilitation, and extensive medical expenses.