TruFinancial Plan

Full suite of benefits

Services to help you achieve your financial goals.

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Debt & Credit Management Services in San Diego

Debt & Credit Management Services

We work with you to tackle your debt in the most cost-effective and efficient way possible. We also review your credit reports from all 3 bureaus and work with you to correct and repair your credit if need be.

Tax Services in San Diego

Tax Services

Our in-house accountant will prepare and complete your annual personal and business tax returns. We also complete tax planning for the upcoming year and answer any tax questions you may have. Extra services include creating/dissolving business entities (LLC's, Corp's, etc.) and bookkeeping.

Budgeting & Cash Flow Services in San Diego

Budgeting & Cash Flow Services

We analyze your spending for 3 months and summarize the information to get an understanding of your spending habits. From there, we create a "TruBudget" that allows you to accomplish all of your financial goals while living within your means.

Insurance Planning in San Diego

Insurance Planning

TruFinancial is an independent, licensed property, casualty, life, accident & health insurance brokerage. We can shop all of your insurance needs with over 50 different companies to find you the most competitive offers.Personal Insurance Services: auto, motorcycle, watercraft, home, umbrella, renters, earthquake, flood, landlord, life, disability, annuities, long-term care.Commercial Insurance Services: auto, liability, workers comp, business owners.

Estate Planning Services in San Diego

Estate Planning Services

Our in-house estate planning attorney will create a customized estate plan for you and your family to accomplish your final wishes in the most cost-effective and lucrative manner possible. Estate Planning Services: Basic will, living will, general power of attorney, health care power of attorney, revocable/irrevocable living trusts, advanced health care directive, special needs trust, restatement of trust, amendments to trust, guardianship, and more.

Retirement Planning in San Diego

Retirement Planning

We reverse engineer your savings goal by assessing your investment objective, time to need, and risk tolerance.

Education Savings Planning in San Diego

Education Savings Planning

We help you save in a variety of ways to achieve your savings goal for future education costs of your loved ones.

Supplemental Investment Planning in San Deigo

Supplemental Investment Planning

Should there be a discretionary income after all priorities are addressed, we help you invest that money appropriately.

Post Retirement Planning in San Diego

Post Retirement Planning

We address all of your post-retirement insurance needs and implement a cost-effective solution to eliminate or reduce catastrophic risk. We also address your post-retirement income need and design a plan to guarantee that income for the rest of your life.

What's right for you

Membership Packages for everyone.

Your first two consultation meetings are complimentary.

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TruFinancial Bronze Plan
Bronze
$40/mo or $60/mo per couple
Initially up to 10 meetings with your advisor to create your TruFinancial Plan
Up to 4 Financial Check-up Meetings Annually
Debt Management Planning
Credit Repair & Coaching
Annual Tax Planning
Cash Flow & Budgeting through TruBudget
Comprehensive Insurance Planning
Retirement Savings Planning
Educations Savings Planning
Supplemental Investment Planning
Retirement Income Planning
Professional Financial Consulting:
Lease/purchase of a vehicle, rent/buy/sell a home, home renovations, loan refinance analysis, insurance claims, employment salary negotiations, business ventures, financial family planning, employer benefits, real estate investing, and other large purchase decisions.
Completed analysis of competitive or alternative products/scenarios
Access to TruFinancial’s network of business professionals
A printed copy of your TruFinancial Plan binder (optional)
TruFinancial Silver Plan
Silver
$70/mo or $100/mo per couple
All Bronze Benefits Plus
Annual Personal Federal & State Tax Return by TruFinancial Accountant (Up to $500)
Up to 8 Financial Check-up Meetings annually with your Advisor.
TruFinancial Gold Plan
Gold
$150/mo or $200/mo per couple
All Silver Benefits Plus
Creation of Trust, Will, Power of Attorney, etc. by Estate Planning Attorney (Up to $2,500)
Annual Corporate/Business Tax Return (Up to $1,000)
Unlimited Meetings with your Advisor
TruFinancial Platinum Plan
Platinum
Custom Pricing
All Gold Benefits Plus
Business bookkeeping, payroll, quarterly filings, creation and filings for LLC & Corporations
We're excited to hear from you

Contact us today to begin a one of kind relationship

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