Schoettle Financial

Investment & Advisory Services
1010 Turquoise Street, Suite 275
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

   

Cash Flow Analysis

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

Home Affordability

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

More Calculators →