Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Working with Tim Dyre has been one of the best financial decisions I've made in planning for my…read moreup-and-coming retirement in three years. I came to him worried about whether the monthly amount I was pulling from my investment account was safe--too high and I risked depleting my savings too quickly, too low and I wouldn't enjoy the retirement I've worked for. He walked me through detailed modeling (including various market scenarios and inflation adjustments), helped me understand safe withdrawal rates tailored to my specific situation, and gave me a clear, personalized plan that balances income needs with long-term security. The process was thorough yet easy to understand, and I left feeling much more secure about my financial future. If you're in or approaching retirement and want expert help with sustainable withdrawals, do give Tim Dyer a call today! He is outstanding!" Five Stars!

Tim responded extremely quick. I reached out for hourly financial advise and he does not offer an…read morehourly rate. He was very helpful with a recommendation though. Thank you.

I had an incredibly positive experience working with the Platt Wealth Management Team. I met with…read moreCurtis, a Lead Platt Wealth Financial Advisor and from the start, he was courteous, respectful, and most importantly, completely non-judgmental about my current financial status. I appreciated that he met me exactly where I was, with no pressure or unrealistic expectations, just a clear focus on helping me move forward. His deep knowledge of tax rules, saving strategies, and debt reduction techniques was both impressive and incredibly helpful. He broke everything down in a way that was easy to understand, and I left every session with a clearer picture of my financial options and next steps. What stood out most was how genuinely encouraging he was. He gave me hope and confidence that I can build a strong, achievable retirement plan and expand my income streams over time. I never felt overwhelmed--just supported and empowered. Besides working the positive experience I have had with Curtis, I was also supported and encouraged by Devan, Platt's client service associate. Devan always insured I was able to book my next meetings with Curtis, followed up with how our meetings went and if I needed help with any of my tasks for the following meetings. Devan was instrumental in making the process easy and always moving forward. If you're looking for a financial planner that is professional, approachable, knowledgeable, and compassionate l I highly recommend Platt Wealth Management, their entire team from their lead advisor to client care specialist are amazing and It's one of the best financial decisions I've made to date.

Stu is an extremely knowlegable professional in his field. Whenever I have a question he is quick…read moreto respond via a phone call or email -- which shows me that he truly cares. I trust Stu's sound judgement and suggestions as he diligently works to benefit my portfolio and me. I cannot recommend him enough for your estate/financial planning.

After COVID hit, and the markets tanked, we lost a significant portion of value in our investments…read moreand retirement account. 5 months later Wealth Preservation got us back the losses we sustained the previous 4 months. We cannot imagine using anyone else to manage our family's future.

Shannon at Sage Financial is amazing!…read more She has helped build our financial confidence and knowledge. She has shown nothing but support. Shannon has helped us work toward and reach financial goals. She was our first financial planner we have worked with and if we had to do it all over, we would pick her all over again!

Meeting with Shannon has given me so much peace. I did not know anything about financial planning…read moreand honestly felt embarrassed when I met with Shannon. But meeting with Shannon made me feel secure. She was so patient with me and explained everything that I did not understand and did not feel comfortable with. I am a first-generation college student with no idea of how to plan for my retirement and my family relies on me a lot. Therefore, I was afraid of putting money away because now that I am more stable with extra funds I was just afraid of something happening. Once again Shannon was super understanding with me and gave me the time to think it out and process everything that we talked about (paying off my car, paying off my loans, and planning for my retirement). If you are worried you do not make enough money or stressed because you feel like you do not know enough about financial planning, I think Shannon is the best person to talk about your fears and worries. She is warm, compassionate, and extremely skilled to make sure you are financially secure. Shannon will make sure she picks the right plan for you and works at your pace. Last year I was extremely worried about my retirement plan and paying off my loans and now I feel more confident about my future and my finances. This is about investing in you and your future. I recommend Shannon with my utmost enthusiasm. She is authentic, deeply committed to her clients, and an amazing financial planner.

Having retired and relocated to San Diego I was in need of the right Financial planning as I…read morestarted this phase of my life. After vetting and searching I found Wealth Analytics! From the first phone conversation to meeting Jeff and the team in person it was a perfect fit. They have a wonderful "client first" attitude that feels more family than business coupled with the knowledge and awareness to help negotiate these interesting financial times! I highly recommend them if you want to feel secure about your financial future!

I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

When my husband and I got married we knew we differed in our perspectives and experiences regarding…read moremoney! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us.

Mr Pelky, is world renowned when it comes to his financial experience with clients of all levels of…read morewealth. His charisma and customer service are 2nd to none. We have turned many of our family and friends to Mr Pelky.

Lance Pelky and Associates is a Top Shelf group of people who truly care about others financial…read moreneeds and wants. They treat us on such a personal level , that quickly we became great friends. Pete and I trust Lance and his family of team members, 100 % with our financial status. Because of them, I was not only able to retire early, but now make more in retirement than I did working. The girls run the office and work hard at keeping all our accounts up to date and as such, we don't have to even think about it. Thank you so for being so profession and down to earth with us. I have and will continue to recommend you and your team to my friends. *~* Charise