Integrated Financial Concepts

Wealth Legacy Group, Inc., based in San Diego, CA, is a trusted advisory firm led by R. J. Kelly, a Registered Investment Advisor with over 30 years of experience specializing in comprehensive planning for successful individuals and their families. With a focus on integrated planning and proven results, Wealth Legacy Group offers a holistic approach to financial and legacy planning, helping clients achieve clarity, prioritize goals, and navigate the challenges of business and life with confidence and peace of mind.Generated from the website

Financial Alternatives is a Fee-Only advisory firm based in La Jolla, California, dedicated to providing wealth management services to successful families and professionals. With over 30 years of experience, the firm focuses on delivering unbiased, independent, commission-free advice aimed at enhancing the value of clients' hard-earned wealth. The mission of Financial Alternatives is to guide clients through the complexities of sustaining and transferring wealth effectively. By prioritizing thoughtful advice, the firm strives to help clients navigate their financial decisions and make the most of their success. Generated from the website

Blankinship & Foster is a Solana Beach-based financial advisory firm that offers personalized wealth management, investment management, and financial planning services. With a team of thoughtful and caring fee-only advisors, they provide clarity, confidence, and direction for their clients' financial futures. Whether you are a practicing physician, planning for retirement, already retired, widowed, or divorced, Blankinship & Foster can provide personalized recommendations on how to invest your assets to meet your needs. They stay up-to-date with the latest tax and financial updates, and their team of experts regularly shares insights through their blog and newsletter.Generated from the website