• mikemohr3

How to Choose Suitable Financial Planning Services

When you are selecting the right financial planning services for you, your family, or your business, it is important to work with an experienced firm who understands your current needs and how those needs may change over time. At Mohr Financial Group, we have decades of experience in San Diego financial planning and we are here to help you select the suitable services and products for you. We offer a variety of strategies for our clients whether they are planning to have more children or expand their business. Some of our most popular services include:

The Family Office™: Families with high net worth often have complicated needs for financial management. Our San Diego team will work with you closely to assess your needs and simplify things where possible.

Lifetime Income Model™: As you begin to think about retirement, you are sure to have questions about your financial future. We will help you answer these questions and ensure that your money is in the appropriate places so that you can have an enjoyable retirement, without worry.

Plan for Financial Comfort™: Major events in life are often unexpected and it is vital to have a contingency plan in place should something arise that needs your financial attention. Our plans will help you in the event of a marriage, death, divorce, birth, or loss of a job.

The Integrated 401(k)™: While many business professionals in San Diego have a 401(k), many don’t truly understand how they work. We will help you create a suitable plan for your 401(k) and educate you on how it works.

To learn more about our financial planning services, contact the professional team at Mohr Financial Group today! We look forward to serving the needs of you and your family.

13 views0 comments

Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit or


We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Click on the links for a copy of the Firm ADV and Client Relationship Summary.


Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon