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financial advisor and planning san diego

Your Needs

Your financial life is complicated, but it doesn’t have to be. We start by determining what you want most out of life. Then, we implement a financial plan that supports your goals throughout your journey. Whether you’re planning for retirement, saving for college, selling a business, or shaping your financial legacy, our sole focus is helping you turn your dreams into reality.

CLIENT STORIES

Learn how Dowling & Yahnke has helped people from all walks of life
turn their ambitions into reality.

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wealth investment management san diego

Investment
Management

Financial markets are complex and ever-changing with unexpected turns. We focus on what you can control – matching your risk tolerance through asset allocation and broad diversification, tax efficiency, rebalancing portfolios to desired allocations, and minimizing costs. Using time-tested investment principles, everything is tailored to your distinct aspirations, needs, and long-term objectives.

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retirement planning san diego

Retirement
Planning

Do you have enough saved for the retirement you deserve? Will you be able to maintain the lifestyle you’ve built? Investments are only one part of your plan. What is the optimal strategy for you to claim Social Security? What about navigating the complicated world of Medicare? How do required minimum distributions from your IRAs fit? How can you balance your retirement spending with the assets you want to leave for your children and/or your favorite charities? Our D&Y financial planning team will provide you with a clear roadmap and will work with you to stay on track.

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Estate
Planning

Thinking about the transfer of your hard-earned assets after your passing can be very stressful. Even the smallest decisions can cause large and long-lasting implications. What can you do now to minimize estate taxes and address the future needs of your loved ones? We work together with you and your attorney to put a plan in place, throughout your lifetime, and after.

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Charitable
Giving

Are you passionate about a particular cause or nonprofit and want to help? Do you know how to donate to charity in a tax-smart way? Together, we’ll determine what’s important to you and your loved ones. We’ll chart the course for your philanthropic journey and continue guiding you along the way. D&Y can help your philanthropic dollars go farther, making an even greater difference for the causes you support.

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Executive
Compensation

Your career is rewarding but managing your financial life has become a job of its own. Whether it’s your personal salary structure, variable bonuses, restricted stock, or stock options, how you manage all of your compensation benefits will shape your retirement. Together with your tax professional, we can help optimize your compensation while minimizing the impact of taxes. Let us help you unravel the complexities and opportunities that your compensation package provides.

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Saving for
College

College can be expensive. With tuition, room and board, books and fees, it can cost more than a quarter-million dollars for one student to complete a four-year university. Given that the rise in college costs far outpaces inflation, it’s important to have a plan, and the earlier you start saving, the better. We can help you understand how much to save, and which savings vehicles are right for you.

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Talk about your options with a Dowling & Yahnke financial expert.

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