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Donald J. Haskell CLU®, ChFC®, RIA

5755 Oberlin Dr. Suite 301
San Diego, CA 92121

Phone:

619-977-5223

E-mail:

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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​Calculators

You can review interesting calculators on my site.

View Calculators

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:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • 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

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Considering some important issues now could provide more options in the event of early retirement.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck