Nathan Jarman Certified Financial Planner TM

Nathan Jarman Certified Financial Planner TM At Financial Planning Consultants we focus on advising families and their children throughout their lives. Move your family towards financial wellness.

I will be the 4th generation to care for our clientele, many of whom are also 4th generation clients. While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a so

und financial program utilizing the following products and services:

-Income tax planning
-Investment management
-Retirement savings strategies
-Estate conservation
-Insurance and annuity products
-Educational savings plans
-Income planning during retirement
-Budgeting
-Savings Strategies
-Debt/Credit Strategies

The financial consultants at Financial Planning Consultants are registered representatives with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to the "See contact info" section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.fpconsultantsinc.com

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
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Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

When you choose to take Social Security might impact your retirement income. Find out how.
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When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Some simple, inexpensive energy-saving tips that may help you save money.
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Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
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Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
07/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
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How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
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Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/19/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Address

1450 Frazee Road STE. 308
San Diego, CA
92108

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+16192917974

Website

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