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Plan for Tomorrow - La Jolla, CA

 

Our Story

Now more than ever, many Americans across the nation are unprepared for the future.  They haven’t properly planned for their retirement and, as a result, their future is uncertain.  With roughly 10,000 people a day turning 651, there are many serious concerns out there regarding retirement.  Do I have enough money?  Have I saved enough?  What about the costs of healthcare?  Do I have adequate coverage for life or long-term care insurance?  What about taxes and inflation?

These are real issues facing Americans today.  At Plan For Tomorrow, we seek to serve as a resource for clients by analyzing their entire financial picture and helping them bridge the gap between their current financial situation and their future needs and objectives.

Helping Clients Plan For Tomorrow

Plan for Tomorrow is a fee-based financial planning firm founded by Gary Stemple, CFP® in 1987.  When planning for his own financial future, Gary realized there were many others with the same needs.  He founded the firm with the goal of helping those in need of financial guidance.  Today, more than 25 years later, our team seeks to create a financial plan that puts all the pieces together and, in doing so, helps solve some of the biggest financial problems Americans face today.

We help individuals, executives, families, and business owners manage their assets more efficiently through investment and tax reduction strategies.  Our goal is to increase and preserve that capital for the next generation through comprehensive estate planning.  Supported by broker-dealer Lincoln Financial Advisors Corp., we strive to offer our clients personalized service and customized solutions.

Our personalized focus allows us to form a comprehensive picture of each client's situation.  This makes it possible for us to diligently deliver investment and tax reduction tactics that assists our clients in surpassing their goals.  Based in La Jolla, we work with clients in San Diego and southern California, as well as across the country.  Contact us today to start planning for tomorrow.


1 Pew Research, "Baby Boomers Retire." http://www.pewresearch.org/daily-number/baby-boomers-retire/