INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING

WORKING WITH CLIENTS

Established in 1984, the Mohr Financial Group is an independent San Diego financial planning consultant and advisory firm specializing in planning for individuals, families and business owners. Working as a fiduciary and business consultant to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

 When you partner with us, you work with a team of tenured and credentialed San Diego financial planning consultants to construct, implement and maintain your personally designed financial plan. We take the time to listen to you to determine what you truly desire, and implement a course of action to pursue those desires utilizing consistent practices founded upon research, knowledge and experience.

OUR SERVICES

Using our Lifetime Income Model™, our team conducts a thorough analysis of your present financial situation and creates a customized plan for wealth management, striving to set attainable goals for growth managing risks based on your individual goals. We recognize the importance of having a plan in place that addresses your needs now and into the future. Whatever level of wealth you currently have, we seek to help you establish a solid wealth management plan that addresses your financial needs every year of your life.

WEALTH MANAGEMENT

We firmly believe it is never too early to begin retirement planning. Creating a solid financial plan now seeking to manage you are financially comfortable through your golden years. Our retirement planning advisors can help you put money aside for the future and draw income during retirement by designing a retirement income distribution plan that aligns with your unique goals. By assessing aspects such as time, need, and tolerance, we aim to help you meet your current financial needs while pursuing your financial future when it’s time to retire. 

RETIREMENT PLANNING

Our business planning services aim to provide advice and support, so you can have a good understanding of where you stand now, and what can happen in the future. Our financial and insurance advisors work closely with business owners to establish an exit plan that manages  your goals, clarifies your wishes, and designs a strategy that provides confidence that your business will be in good hands when you’re no longer able to run it. As part of our business planning services, our advisors can also show you how to choose an insurance plan that can provide valuable funding for your business and supplement your needs into retirement.

BUSINESS PLANNING

Our family governance and estate planning services help you clarify your goals and design financial strategies help prepare for your family’s wealth now and into the future. We listen to you carefully to determine your personal values, long-term care needs, charitable goals, and inheritance wishes. We’re here to help you preserve a lasting legacy for your family for generations to come.

FAMILY OFFICE

Get In Touch With Our Team!