Schoettle Financial

Investment & Advisory Services
1010 Turquoise Street, Suite 225
San Diego, CA 92109

 

       Welcome to our website, an information resource designed to help you learn more about our firm and personal finance management.  Click around and you'll find a variety of financial tools.  There are financial calculators that can help you get a clearer picture of where you stand and where you're headed.  There is a research library and there are newsletter articles on a wide range of financial topics.  You can even request a quote for an insurance or investment product.  Check back often, because we're constantly adding new material. 

      If you have a specific question or want more information, click on "Contact Us", drop us an e-mail message at Tom@SchoettleFinancial.com, or call us at (858) 488-3800.  We're ready to help.

Click Here to View a Video Introduction to Our Firm

   

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →