Joel Beyer Inc Information

We provide financial planning, money management and life transition education to a select group of San Diego County Christians, retirees, widows and independent women. Our mission is to help you get your entire financial house in order and keep it that way for the rest of your life - and to ensure that every financial decision you make is completely aligned with your most important financial goals and your most deeply held personal values. We help our clients to:Meet current living expensesMaintain an ideal lifestyle in retirementOrganize their financial documentsFund financial goals at a high level of probabilityMaximize their financial potentialMinimize their tax burdenProtect against serious financial lossLive a higher quality of lifeWe help our clients accomplish this by:Clearly understanding their values, goals, financial and family situationOrganizing their financial documents and paperworkDeveloping a formal written plan of action that articulates their entire financial worldBringing in qualified experts when neededCoordinating their financial decisions and strategiesContacting them when tax and other changes could affect their planRegularly reviewing, updating and adjusting their planProviding straight forward advice and a step-by-step action planActing with integrity and clearly revealing our fee structureHow Can We Help You? We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right financial planning firm for you, we've posted our Ideal Client Profile on this website. If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached Monday-Friday from 9:00 am to 4:30 pm at (760) 788-5953.