Donald J. Haskell CLU®, ChFC®, RIA
5755 Oberlin Dr. Suite 301
San Diego, CA 92121
Phone:
619-977-5223
E-mail:
Today's investment climate offers unprecedented opportunities. At Santa Fe' Wealth Management, Inc our mission is to help clients take advantage of those opportunities by providing them with three key tools:
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A clear understanding of their financial goals
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A well-defined roadmap for achieving those goals
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Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of Wealth Management, from Investment and Retirement Planning to Risk Management and Estate Conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. Please visit our "Resources Tab" and view our calculators, Short Videos and Flip Carts. They may help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your Wealth Management Planning, or for more information on Santa Fe' Wealth Management, please contact us today. Thank you,
Donald Haskell, President, CEO
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.