Tibi Zohar - Custom Financial Planning

WHAT IS FINANCIAL PLANNING?

"If you don't know where you are going, all roads will lead you there, but when you get there, how would you know you arrived?" - Alice In Wonderland

A financial plan is a door to door road map aimed to provide you with knowledge and confidence and help you fulfill your personal financial goals. None of us would move into a building that hasn't been pre-planned before being built, just as we wouldn't set out on a journey with absolutely no purpose or destination.

I will help you figure out what your destinations are, and prepare a clear written strategy charting your way door to door. Once we know the time it would take to get there you can elect to set out on your own or invite me to join your journey as your personal guide.

Tuesday, September 7, 2010


Licensed to sell securities and insurance in the state of California.  CA Insurance # 0D14067
Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 12636 High Bluff Drive, Suite 100, San Diego, CA 92130, 858-436-3180 800-269-1903