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retirement planning san diego

RETIREMENT PLANNING

Ready to turn the page from your successful career to the next phase of your life? D&Y can help you prepare for—and thoughtfully guide you through—your retirement years.

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WOMEN & WEALTH

Whether you’re selling a company, navigating a divorce, dealing with the loss of a partner, or simply looking to blaze a new path forward, you have a dedicated partner in D&Y to help you thrive no matter what life throws your way.

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EXECUTIVES AND ENTREPRENEURS

Your business is your passion, but it can make your personal finances complex. Let us help manage stock options and deferred compensation plans, establish 10b5-1 plans, and handle proceeds from the sale of a business so you can focus on your next venture.

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liquidity financial advisor san diego

LIQUIDITY EVENTS OR SUDDEN WEALTH

It’s difficult to know where to start when you suddenly come into wealth, either from an inheritance or from selling your company, real estate or other liquidity event. Discover the confidence D&Y can instill as we help you navigate through life-altering events.

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SURVIVING SPOUSE

The loss of a spouse is one of the most painful experiences you could face. Financial anxiety can make the emotional stress you feel worse, especially if your late spouse handled your family finances. Instead of going it alone, let our team support you as you take steps to put your financial life back into place.

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