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 so

und 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

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/08/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/04/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

What should you look for in a personal finance app?
09/01/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

College, kids and costs.
08/28/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
08/25/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
08/21/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

There are billions in unclaimed dollars in the US. Is some of that yours?
08/18/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
08/14/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
08/11/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

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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