Define Financial — Fee-only financial advisor

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About

An award-winning team dedicated to helping high-net worth retirement savers over age 50 with a $2MM+ nest egg reduce taxes, invest smarter, and maximize income.

Who they serve

High earners
Ultra high net worth
Pre-retirees
Retirees
Multi-generational families
Executives
Founders

Services

401(k) & IRA Management
Estate Planning
Executive Compensation
Financial Planning
Insurance/Risk Management
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Real Estate Advisory
Trust Services
Tax Strategy
Stock Option Planning
Risk Management
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Family Wealth Transfer
Exit Planning
Charitable Giving
Asset Allocation

Structured record

Name	Define Financial
Firm	Define Financial
Location	San Diego, California
Fee model	Percentage of Assets (AUM) · Flat Fee/Retainer
AUM	$100M - $500M
Founded	2014
Firm size	2 - 5 employees
Affiliation	Independent RIA
Credentials	CFP
Designations	CFP (Certified Financial Planner) · Series 66
Investment approach	Blend of both
Website	https://www.definefinancial.com
LinkedIn	/taylorschulte/

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Specialties

Small business owners
Retirement planning
Family wealth transfer
Equity compensation
Pension planning
Real estate investors