Financial Advising and Portfolio
Committed to meeting your unique financial planning and investment needs.
We are a retirement planning firm that integrates all areas of financial planning and analysis to assist you in managing your portfolio through the "Critical Financial Events" throughout your life.
Each of our clients enjoys our expertise in assisting them with the following financial planning areas:
- Strategic tax management
- Portfolio Investment Management
- Retirement Planning
- Liability risk management
- Estate distribution analysis and planning
- Income scheduling and analysis
- Critical financial event response
Understanding that no one can be "all things to all people" we utilize a team approach of investment specialists to address each and every one of our client's investment goals and retirement objectives. Depending on your circumstances, we may elect to bring in CPA's, Attorneys, Long Term Care Specialists and even outside portfolio managers to ensure that your needs are addressed at the highest level.
Sexton Advisory Group
is the premier retirement planning and investment management company serving San Diego and Temecula. Our mission is to assist our client in achieving the goals and objectives that are most important to them by integrating all areas of planning including financial, insurance, tax and legal strategies. We assist our clients in gaining clarity in a world of increasing complexity by serving as our client’s “Personal CFO.”
Sexton Advisory Group uses Financial Advisor Mr. Steve Sexton’s planning strategies for his clients to enjoy Total Wealth Optimization.
With our expertise in the financial planning industry, clients are freed from the chains of financial worry and are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.
We want to ensure that you will maintain the same quality of life (or better!) during your retirement as you are today. To schedule time to discuss your retirement future, and secure the retirement of your dreams, contact us at email@example.com
or call us at (800)560-2611.
Meet Steve Sexton
Steve Sexton is the President of the Sexton Advisory Group in San Diego and Temecula, California. Mr. Sexton has over 15 years experience in the financial planning industry and holds multiple licenses and designations. He continues his knowledge base by attending several advanced planning industry meetings held throughout the year. He also provides regular advisories to San Diego Living on The CW and to Read Steve Sexton's full bio here.