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

   

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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