Safe Money Strategies in San Diego
Money Cents Financial Group
Helping Your Money Make More Than Cent$
Safe Money Strategies
Portfolio Reviews
- Asset Protection
- Eliminate Retirement Concerns
- Lifetime Income
- Tax Free Retirement Income
- Increased College Grant Funding
- Spend-Down Strategies
29+ Years Experience
Specializing in:
Fixed Indexed Annuities
Safe Money Strategies
Lifetime Income
Long Term Care
Life Insurance
Mortgage Protection
Final Expense
College Planning/FAFSA Increases
Charitable Giving Concepts
Business Succession Planning
Key Man & Executive Bonus Plans
FREE Seminars
FREE Retirement Income Seminars
(Held Quarterly)
in various locations
around San Diego
Your Advisor
Tari Watkins, Retirement Income Specialist & Federal Retirement Consultant (FRC)
- Managing Principal, Money Cents Financial Group
- Federal Retirement Consultant, FRC
- Chapter President AFEA (American Foundation Education Alliance)
- Previous Host of Safe Money Radio (am760 KGB)
- 29+ Years in Financial & Insurance Industry.
- Previous Financial Voice Mike Litton Show, am1170, "Intelligent Talk Radio"
- As heard on ESPN Radio am1700
- As seen on Smarter San Diego
- Presidents Club Agent
- Top Annuity Advisor
- Presidents Council Advisor, CSE, Ins.
- Power Producer
- Diamond award winner
- 2023 Top 25 Advisor in the nation award
Lic# 0646151
"Helping Your Money Make More Than Cent$"
MONEY CENT$
HELP...Is Our Retirement on Track?
HELP...Is Our Retirement on Track?
HELP...Is Our Retirement on Track?
We take a hands-on, holistic approach to your Financial needs. Helping You to organize, protect from market risk and grow your Portfolio, so everything works in harmony with Your Retirement Goals.
Retirement Income Planning Class
HELP...Is Our Retirement on Track?
HELP...Is Our Retirement on Track?
REGISTER
for an Upcoming
Retirement Income Class
Our Client Family
HELP...Is Our Retirement on Track?
Bilingual Advisors
Thank you for helping me get the funds I needed. You are the best!
Jon, San Marcos
Thank you for finding a way for us to reward employees post age 60 with a fixed annuity. Rather than putting them at risk if the stock market takes the projected dive most economist are predicting as being "inevitable."
CEO Liberty Pharmacutical
Bilingual Advisors
Bilingual Advisors
Bilingual Advisors
Se Habla Espanol
We believe in helping everyone. Spanish speaking Advisors available.
Creemos en ayudar a todos. Espanol speaking Advusirs disponibles
What's New?
Bilingual Advisors
What's New?
We believe in keeping up with Our Clients and Your ever changing lives. Annual reviews are part of our process.
- Thinking of Retiring?
- Buy a Home?
- Have a new Child or Grandchild?
- Receive an Inheritance?
- Change Jobs?
- Getting Married?
- TSP/403b, 457, IRA, ROTH, SEP IRA, Non-qualified.
FAQs
Bilingual Advisors
What's New?
Just a few of the Questions
We get asked.
- Can I roll my 401k or IRA without paying taxes? Yes, we have products to do just that and create a Lifetime Income.
- Do you charge a fee? No, we do not charge fees. We are compensated by the Companies in the form of commission.
- Does my spouse need to be there?Although it's not required for your spouse to be present, It is very helpful in creating the Retirement Plan You Both envision.