Nathan Jarman Certified Financial Planner TM

Nathan Jarman Certified Financial Planner TM At Financial Planning Consultants we focus on advising families and their children throughout their lives. Move your family towards financial wellness.

I will be the 4th generation to care for our clientele, many of whom are also 4th generation clients. While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

-Income tax planning
-Investment management
-Retirement savings strategies
-Estate conservation
-Insurance and annuity products
-Educational savings plans
-Income planning during retirement
-Budgeting
-Savings Strategies
-Debt/Credit Strategies

The financial consultants at Financial Planning Consultants are registered representatives with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to the "See contact info" section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.fpconsultantsinc.com

Three important questions to consider before you start taking.
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Three important questions to consider before you start taking.

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Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
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Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
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Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

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You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Over age 50? You may be able to catch-up on retirement.
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Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
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You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

09/15/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

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Second homes have unique risks and insuring them is different than a primary home.

Address

1450 Frazee Road STE. 308
San Diego, CA
92108

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+16192917974

Website

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