(419) 514-4603
weareinsuranceplanners@gmail.com

San Diego, California

Schedule a Meeting With Katina Neuser or Call 419-514-4603

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San Diego, California

3110 Camino del Rio S, Suite #218
San Diego, CA 92108
 Office:  419-514-4603
  weareinsuranceplanners@gmail.com

We’ll Plan for the Whole Journey, Together.

The A-Z Insurance Agency Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection