After-Tax Wealth Management - San Diego, California

Address: 1255 Scott St, San Diego, CA 92106, United States.
Phone: 6193654596.
Website: aftertaxwealth.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of After-Tax Wealth Management

After-Tax Wealth Management 1255 Scott St, San Diego, CA 92106, United States

☎️6193654596

⏰ Open Hours of After-Tax Wealth Management

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

For individuals and families seeking comprehensive financial planning and strategic wealth management, Aftertax Wealth Management presents a distinguished service offering. Located at 1255 Scott St, San Diego, CA 92106, United States, and readily accessible with a wheelchair-accessible car park and wheelchair-accessible entrance, the firm is committed to providing tailored solutions designed to optimize long-term financial security. Their phone number is 6193654596, and you can learn more about their services at their website: aftertaxwealth.com. They operate with a focus on building lasting relationships based on trust and transparency.

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Understanding After-Tax Wealth Management

After-tax wealth management goes beyond traditional investment strategies. Itâs a proactive approach that acknowledges and addresses the impact of taxes on a clientâs overall wealth accumulation. Traditional wealth management often concentrates solely on growing assets, neglecting the crucial consideration of minimizing tax liabilities. After-tax wealth management specifically integrates tax planning into every facet of the financial strategy. This involves leveraging various legal and strategic techniques to reduce tax obligations at each stage â from initial investments to estate planning.

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Key Features & Services

Tax-Efficient Investing: The cornerstone of this approach is selecting investments that minimize tax drag. This includes utilizing tax-advantaged accounts like 401(k)s, IRAs, and 529 plans strategically.

Estate Planning Integration: After-tax wealth management seamlessly incorporates estate planning to mitigate estate taxes and ensure a smooth transfer of assets to future generations.

Charitable Giving Strategies: Tax-efficient charitable giving strategies are devised to reduce tax burdens while supporting causes clients care about.

Retirement Planning: Detailed retirement planning considers tax implications at each stage, ensuring a secure and tax-optimized retirement.

Special Needs Planning: Strategies are developed to manage the complex tax considerations associated with providing for individuals with special needs.

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Why Choose Aftertax Wealth Management

Aftertax Wealth Management distinguishes itself through a client-centric philosophy and a team of highly experienced professionals. Their financial planner and financial consultant specialists possess a deep understanding of tax laws and regulations, enabling them to develop personalized strategies that align with each clientâs unique circumstances and goals. They prioritize a collaborative approach, working closely with clients to understand their values, risk tolerance, and aspirations. Furthermore, the firmâs commitment to accessibility is evident in its facilities, offering a comfortable and accommodating environment for all clients. The consistently high average opinion of 5/5 on Google My Business speaks volumes about client satisfaction.

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Additional Points of Interest

The firmâs dedication extends beyond its physical location. They provide a wheelchair-accessible toilet ensuring inclusivity. Appointments are required, and consultations are strongly recommended to facilitate a comprehensive assessment of a clientâs financial situation. This company has 11 reviews on Google My Business, reflecting the positive experiences of their clientele. Clients consistently praise the teamâs expertise, responsiveness, and commitment to their best interests.

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Contact Information & Location

Address: 1255 Scott St, San Diego, CA 92106, United States

Phone: 6193654596

Website: aftertaxwealth.com

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Aftertax Wealth Management is dedicated to providing a secure and prosperous future for its clients through meticulous financial planning and a staunch focus on minimizing tax liabilities. Their commitment to accessibility and client satisfaction ensures a positive and rewarding experience for all.

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👍 Reviews of After-Tax Wealth Management

After-Tax Wealth Management - San Diego, California

David &. J. P.

5/5

After-Tax Wealth Management has been, is, and will be a great asset in managing our finances. Nathan and his capable team are very friendly, knowledgeable, reliable, and trustworthy. They will work with you to achieve your financial goals during all the stages of your life.

We started with Nathan almost 30 years ago and are enjoying the fruits of his wonderful labor in retirement. Nathan helped us initially to set goals for our finances. His timely follow thru with solid plans and in-death financial advice over the years helped us achieve those goals.

Nathan and his wonderful team members at After-Tax Wealth Management have truly had our best interest at heart through the many years we have known & been working with them.

David & Judy Paul

jacqui H.

5/5

Nathan provides truly personalized financial planning to best suit my needs. The staff is friendly and welcoming, and very responsive with communications. Highly recommend.

Tonyz

5/5

Nathan Medina has helped us in the past with our portfolio and we will use him through our retirement. He and his office are very helpful and attentive in answering all questions. I highly recommend using the After-Tax Wealth team for money management!

Vito A.

5/5

I saw Nathan and Garrett today to go over my financial portfolio since I'm thinking of fully retiring. I provided documents they had requested, Nathan and Garrett provided me the financial numbers I needed to make a sound decision. The meeting was very beneficial for my wife and I, we left feeling very comfortable for our future needs. Always the best service from Nathan and team.

Erik W.

5/5

Nathan and associates are top shelf. We sought out Nathan due to his expertise as it relates to our particular situation and it became very clear to my wife and I that Nathan is supremely adept at what he does for his clients. He advised us on things that we had been worried or wondering about as well as offering some new thoughts for us to ponder. He opened our eyes to some other avenues regarding our finances that we had not even thought about. As we enter into the last 5 to 6 years of our careers we are more and more focused on what and how our retirement will look. Nathan gave us clear directions, gave us re-assurance, and set us in the right direction. I recommend After Tax Wealth Management with the highest regard and urge anyone seeking financial advise to seek Nathan out. My wife and I are very particular about whom we work with and Nathan was a clear choice because of his expertise, above board practices and he genuinely has concern for his clients financial well being.

Erik & Colleen Windsor

Ron C.

5/5

Very pleased with After-Tax Wealth Management.
Nathan & Garrett are the best providing everything necessary for a no worry retirement. Highly recommended!

Christie R.

5/5

I have been a client for over 10 years....all of the employees are professional and courteous and I feel very supported both at tax time and throughout the year when I call for advice or simply reassurance!!

Mike R.

5/5