Jon Eisen, CFP, AIF

Jon Eisen, CFP, AIF

"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
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

More Newsletters →