10531 4S Commons Drive
The Complete Retirement “Sherpa” Experience
Planning your retirement is like preparing to climb a mountain. You need someone to guide you on the way up and on the way down. Learn more about how we can guide you on your retirement journey
When Was Your Last “Gear Check”?
When it comes to your retirement, are you equipped with the gear that you need to summit and descend the mountain safely? Our Second Opinion Service ensures that you are set up for success, and fixing portfolios is part of what we do.
Planning Your Retirement Journey
Think about how much time you spend planning a two-week vacation. Your retirement can be an incredible journey, and it’s time to start planning the trip! Our role is to help you enjoy the retirement you want and have worked hard for.
WATCH OUR 5-MINUTE INTRO VIDEO
Start Your Journey With A 15 minute “Get Acquainted” Call
Welcome! As a Financial Adviser, fiduciary, and qualified Retirement “Sherpa” in San Diego, CA, I specialize in helping our clients with Retirement Planning, Investment Management, and Financial Planning.
Our mission is to help our clients create a plan for their future that helps them feel more confident, secure, and in control of their finances. If you would like some guidance with Retirement Planning, Investment Management, or Financial Planning, please contact our office today.
You’re busy. We get it. At Hood Financial, we know that time is your most precious commodity- not money. With so many people and things competing for your time and attention, it’s no wonder that family, faith, fitness, friends, and fun often takes precedence over planning, pie charts, and portfolios. We also understand that not all advisers and firms are created equal. Knowing who to trust can be difficult, but not impossible. Do you go with a big-name national firm or a smaller local group? There are many other questions you must consider and yes, it does take a little bit of time, effort, and doing your homework. So, why choose to work with Hood Financial over anyone else? Click below to find out!
When climbing a mountain, you need a map, the right gear, and a guide to help you along the way. Here’s how we serve as your Retirement “Sherpa” throughout your financial journey.
It all begins with a map, or plan, detailing the path you will follow to achieve your goals before retirement and beyond.
We make sure you are equipped with the right mix of investments, strategies, and financial tools to support you throughout the journey.
As your Financial “Sherpa”, we stay with you from beginning to end, ensuring that you stay on the right path and are prepared for life’s surprises.
Retirement planning is similar to planning for a mountain expedition. You reach the “summit” when you leave work, and the trip down the mountain is fraught with just as much difficulty and danger (if not more) as on the way up. Our job is to make sure you are properly trained and equipped—and that you know what to expect at every stage.
We’re here to help you understand the most important questions you should be asking. Take the first step today.