What We Do

At Del Mar Financial Partners, we offer a diverse array of financial solutions and products for individuals and families, as well as businesses. 


Sailing and Rowing

Solutions for You and Your Family

When it comes to financial matters, it’s easy to know where you want to go. It’s harder to figure out how to get there. Whether you’re saving for retirement, investing for the future, funding a college education or reaching for any of a hundred other financial goals, we can help.

We use financial advising tools and resources to help you reach your financial goals. We provide expertise in the six areas with the biggest impact on your personal financial situation and develop plans and strategies to help you succeed.

At Del Mar Financial Partners, we help you identify where you want to go, and show you how to get there, turning financial planning into a powerful force for you.

Areas we specialize in include:

  • Values Based Financial Planning: This comprehensive approach takes into account your values, encourages you to assess those values, set goals, and create a strategy for reaching those goals.  This unique approach to managing your personal finances helps you focus on money as a tool, not as an end in itself.*
  • Evaluation of Current Financial Position: The first step involves getting a snapshot of where things are today, including assets, liabilities, net worth and cash flow.
     
  • Protection Strategy: We help you implement strategies to financially protect yourself and your family in the event of death, disability, accident or illness
     
  • Investment Strategy: We work to develop an approach to accumulating and managing assets in a way that helps you reach your goals.
     
  • Tax Strategy: We use strategies to help you retain assets and potentially minimize payment of taxes.
     
  • Retirement Strategy: We create accumulation and income strategies that help you achieve a financially secure retirement.
     
  • Estate Planning: We suggest strategies for preserving and distributing assets to heirs in a way that fits your goals and desires, while minimizing estate taxes, probate expenses and estate administrative costs.
     


Solutions for Your Business

For your business to reach its full potential, you need to understand the financial tools at your disposal. At Del Mar Financial Partners, we apply our expertise, resources and tools to find long-term solutions that can help your business grow and succeed.

Our team can help you with a variety of business issues, including:

  • Business Planning: Strategies for protecting your business and your net worth.
     
  • Key Person Life Insurance: Protecting your business against the loss of key people.
     
  • Business Estate Planning: How to preserve your life's work.
     
  • Business Continuation Planning: Planning for your business after you're gone.
     
  • Executive Bonus Plans: Strategies for rewarding and retaining key employees.
     
  • Life Rewards: Providing retirement benefits for key employees.
     
  • Planning for Changes in Ownership: Preparing for the problems that can come with a change in ownership. 

*Separate from the financial plan and an advisor's role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts.  THese product recommendations are not part of the financial plan and clients are under no obliation to follow them.

Financial Advisors do nto provide specific tax/legal advice.  This information should not be considered as specific tax/legal advice.  You should consult your tax/legal advisor regarding your own specific tax/legal situation.


 

 

 

 



 

 

 

 

 

 

 


Return to Top