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Services

One San Diego Financial Strategies, Inc. is committed to providing individualized financial strategies for you, your family, and your privately-held business.

Financial Planning & Asset Management Services

One of the few constants of the financial services industry is change. Everything, from the condition of the financial markets to tax laws, evolves over time, necessitating continuous progression and evolution of financial strategies.

Failure to integrate the multiple facets of clients’ capital structure may significantly hinder and even damage a clients’ ability to achieve their goals. It is with that in mind that we offer access to an array of financial planning and asset management services.

Personal Planning Strategies:

  • Financial Organization
  • Financial Decision Prioritization
  • Asset Management & Investment Strategies
  • Retirement Analysis & Planning
         (Including IRA Rollover facilitation)
  • Risk Management & Asset Protection Analysis
  • Estate Planning Analysis **
  • Tax Analysis & Strategies **
  • Education Funding Strategies
  • Advanced Planning Strategies
  • Cash Flow & Mortgage/Debt Analysis
         (Including Savings Rate Optimization, Savings Diversification, & Debt Elimination) *

Business Planning Strategies:

  • Financial Organization
  • Financial Decision Prioritization
  • Risk Management & Asset Protection Analysis
  • Cash Flow &  Debt Analysis
  • Estate Planning Analysis **
  • Tax Analysis & Strategies **
  • Executive Benefits
  • Employee Benefits
  • Business Succession Planning
  • Business Exit Planning Coordination
  • Deferred Compensation Strategies
  • Advanced Planning Strategies

Risk Management Services

We believe it is absolutely essential to protect our clients’ most important assets - the clients themselves and their families. It is with this in mind that we offer access to an array of risk management & insurance services. 

Insurance products are complex financial products that require active management, service and knowledge. We take pride in offering a broad selection of products and carriers within each insurance category/class. In order to assist our clients in making suitable decisions, we work to exhaust all possible insurance options and opportunities. With access to a diversified list of companies through our network of insurance brokerages and professionals, we help our clients determine the insurance products and services suited to meet their needs. Additionally, we actively identify and capitalize on market trends and product opportunities.

Personal Risk Management Strategies:

  • Overall Insurance Analysis
  • Protected Income Analysis
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • External Resources
         (Property & Casualty Insurance*** & Legal Work**)
  • Advanced Planning Strategies

Business Risk Management Strategies:

  • Buy-Sell Strategies
  • Key Person Coverage
  • Split Dollar Arrangements
  • Private/Captive Insurance Arrangements
  • Overhead Expense Insurance
  • External Resources
         (Property & Casualty Insurance*** & Legal Work**)
  • Advanced Planning Strategies

* A Mortgage Professional should be consultant in order to receive individualized advice on real estate financing.
** An Estate Planning Attorney, Tax Attorney and/or CPA, should be consulted in order to receive individualized advice on legal and tax matters.
*** A Property & Casualty Insurance Professional should be consultant in order to receive individualized advice on Property & Casualty Insurance products and strategies.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@onesandiegofs.com  |  (760) 760-9005