Best Independent Financial Advisors Award 2008Best Independent Financial Advisors Recognition AwardAwarded Best Financial Retirement Planner in San Diego 2010

   

Finding the right independent financial advisors can be quite a challenge.  Our Mission at Shusterman Financial Services is to provide world class financial & insurance consulting service for each of our valued clients. Whether you are looking for a finance planner, a family wealth manager, a retirement planner or simply a high caliber financial planning team, we seek to be your best financial advisor and trusted team.  At Shusterman Financial Services,  we strive to provide the best, most informed, most knowledgeable and educated financial services possible.  Our financial advisors seek to empower our clients to attain their financial goals by preserving, managing and growing family wealth from generation to generation with experienced and highly personalized financial service guidance.  Our financial team strives to always act honestly, with integrity, and in the best interest of our clients.  We will work diligently to perform to the best of our abilities such that each of our clients would be proud of our financial services and recommend us to their friends and family.  We believe this philosophy is part of what has helped us achieve the best wealth manager awards, and we intend to keep providing you with the best financial services possible.  Thank you for considering Shusterman Financial Services to be your team of independent financial advisors.

 NEW CLIENT REQUIREMENT 

IN ORDER TO PROVIDE TOP QUALITY SERVICE TO OUR  EXISTING CLIENTS AS OF JANUARY 1, 2011 OUR MINIMUM ASSETS UNDER MANAGEMENT PER HOUSEHOLD IS $300,000.

 



 IMPORTANT CONSUMER INFORMATION
A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempted from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption of exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Montana, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington.
 
Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch
 
Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
 
Securities and investment advisory services offered through SagePoint Financial, Inc., a registered broker-dealer, and registered investment advisor and member FINRA/SIPC. None of the companies listed on this website are subsidiaries or affiliates of SagePoint Financial, Inc.. This communication is strictly intended for individuals residing in the states within which the owner(s) of this website are licensed. No offers may be made or accepted from any resident outside the specific states mentioned.
Calculators

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Life Expectancy

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Life Insurance

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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