Estate Investment Group provides wealth management services designed to help individual investors and business owners in the accumulation, protection and retirement income distribution of their investment assets.
With a 20+ year track record serving the needs of San Diego investors we have the expertise to assist you with all of your investment concerns.
Independent Wealth Management
As an independent San Diego wealth management firm we offer comprehensive financial services, including: retirement investments; third-party asset management services; insurance services; and alternative investment offerings, including deferred sales trusts.
Our Approach to Wealth Management
We provide a comprehensive approach to portfolio investing and retirement investments in order to offer our clients unbiased, independent wealth management. We accomplish this by, offering:
- Retirement Investments
We assist clients with the establishment of retirement investment accounts — IRA's, Roth IRA's, Individual 401(k)'s, Rollover IRA's, Defined Benefit Pension Plans, Spousal IRA's, Inherited IRA's, SEP IRA's, etc. — as well as the investment selection and direction of their retirement accounts...Read More - Education Investments
Investing for your retirement versus investing for a child's or grandchild's education is a major concern for most investors. Our firm provides strategic investment advice that allows clients to bridge the gaps between education investing and retirement investing...Read More - Insurance & Annuities
A key portion of wealth management is the protection and preservation of assets. Insurance and annuities provide key components to an investment portfolio by providing: guaranteed retirement income for life; income replacement; survivor benefits; potential coverage of estate taxes, and more...Read More - Long Term Care Insurance
Long term care expenses can be a potential drain on your portfolio, your surviving spouse's income and your heir's inheritance. Long Term Care Insurance can help you plan for ongoing health care expenses as well as the protection of your investment assets...Read More - Deferred Sales Trusts
One of the alternative investment options we offer, a deferred sales trust may serve as an option to a 1031 exchange and may provide deferment or the sheltering of real estate capital gains taxes as well as retirement income...Read More
Deborah Sims has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.