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Point Loma Advisors
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Financial Planning and Investment Management
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Basic Household Financial Plan
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This Plan should be sufficient for most households with uncomplicated financial situations. For a fixed fee of $2000 this Plan includes consideration of income, assets and debts beyond the Starter Program such as:
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- current and future income including pensions, Social Security and annuities
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- retirement income needs
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- portfolio income generation and transition from accumulation phase to spending phase
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