Mapping out your financial future in Chula Vista can be a tremendous task. There is much to consider regarding budgeting, investing, saving and retiring. For many in Chula Vista, the mere thought of these tasks is overwhelming. At age 50: 75% of the population has less than $5,000 in the bank for retirement. At age 65: 45% of Americans depend on relatives, 30% depend on charities, 23% are still working (usually until they are physically incapable), and only 2% are self-sustaining.

	Internal Revenue Gross Collection, by St
	Includes tax payments made to banks under the Federal Tax Deposit system that had not been classified by State as of the end of the fiscal year because they had not yet been applied to taxpayer Also includes credits allowable on income tax returns for certain gasoline, diesel fuel,and special motor fuel tax payments and for excess payments under the Federal Insurance Contributions Act in California Total Internal Estate tax 3,639,410 Gift tax 353,295 Excise taxes 3,043,510 Source: Tax policy center org

Our Chula Vista Financial Advisors can help you prepare your financial future. Perhaps there is a goal that you would like to reach by age 40, 50 or 65. Our Chula Vista Financial Advisors can analyze your situation by researching your financial history combined with your present status and make intelligible recommendations. With the ever-changing regulations concerning Social Security and rises in College Tuition, the time to make a plan is now.

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Chula Vista Financial Advisors are also very knowledgeable in other financial subjects, including:

• Estate Planning
• Taxes
• College Savings Funds
• Retirement Planning
• Insurance
• Annuities
• IRA's