401(k) * San Diego Retirement Plans * Investment Management

"Plan For Tomorrow Today," summarizes our philosophy for helping clients with their investments and retirement plan needs.  While "planning" for the unknown seems impossible by definition, by applying basic risk management techniques you should be able to lessen the chance of large financial losses, and hopefully, lessen risk while attaining a competitive, risk-adjusted return.

Understanding the basics of investments and retirement plannning are the foundation from which you build a retirement nest egg to help support yourself while you are not longer able or willing to work for a living. This site has many informative articles, monthly newsletters and even short videos, (E-Seminars),  to make the process of learning about finance and investing easier. (Look under the Learning Center menu on the main page.)

I'll be adding additional content and commentary that comes from my day-to-day work as a retirement plan specialist and as an investment advisor to individuals.

Future topics will examine:

• Asset Allocation for a Turbulent 2010
• Economic Forecast, Why Bother?
• 401(k) Plans... Big Changes on the Horizon
• ETFs, Exchange Traded Funds, for Retirement Success
• Investing for Income in a Low Interest Rate Environment

Please feel to drop me a line if you have questions about investments, or if your company is interested in reviewing the benefits of a working with an independent pension plan advisor & fiduciary.

Jon Eisen, CFP, AIF

(858) 458-1448