“The marketplace for financial advice is a veritable Wild West of competing designations, and it can be mind-numbingly confusing…to find someone he or she can trust” (Morningstar.com, July 12, 2005)

Investments, taxes, estate planning, the proper use of insurance: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. A trusted financial advisor is critical to a successful plan that addresses your concerns.

Sharp, Thunstrom, & Batson has been a trusted partner to our clients in San Diego for over 30 years. STB provides independent, objective advice on the range of financial concerns you have including:

• Financial Planning
• Estate Planning
• Retirement Planning
• College Planning
• Tax-Advantaged Investing Strategies
• Asset Protection & Preservation
• Charitable Giving Strategies
• Appreciated Asset Strategies Including 1031 Exchanges
• Insurance (life, disability, long-term care)

We help our clients succeed by suggesting a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in how well you will achieve your financial goals.

Our approach can help you invest prudently, reduce your exposure to taxes, meet your insurance needs and provided a plan to successfully transfer your wealth to your children and grandchildren, your favorite charity or others.

If this method of meeting your financial needs sounds appealing, please contact us about your particular needs.