Retirement Planning For Employees and Retirees of the San Diego Fire & Rescue Department

Firefighter’s Retirement in San Diego

As a current or retired employee of the San Diego Fire – Rescue Department, you have the ability to refine your retirement strategy so it is relevant to your life’s situation. Let Nathan Medina, CERTIFIED FINANCIAL PLANNER™ guide you through with thoughtful leadership. Specializing in the SDF-RD current and former employees, Nathan strives to maximize your retirement and provide sophisticated strategies for your future.

SDF-RD Retirement Program

Are you in or about to enter DROP? Are you interested in investment options and strategies post-service?

It is important whether you are beginning your journey or nearing retirement to meet with a CERTIFIED FINANCIAL PLANNER™ Practitioner on an annual basis to answer tough questions, guide you in the right financial direction and assist in creating a secure future for you and your family.

Nathan Medina’s area of emphasis specializes in helping current and former SDF-RD employees transition into retirement by creating pre-planned financial decisions. He will develop a wealth management program which assists at various points in your service; during your working years, before entering the DROP program and while in the DROP program, as well as financial comfort after your separation of service.

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About Nathan Medina

Nathan joined LPL Financial in 2003. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and he has been active in the financial industry since 1995. Nathan’s areas of emphasis are retirement planning and tax-advantaged investing. He has earned the designation of Chartered Retirement Planning Counselor (CRPC). He advises his clients —individuals, estates, and trusts — with the goal of providing efficient strategies that maximize income and minimize tax liability.

LPL’s Mission is Clear:

We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

– Enabling technology
– Comprehensive clearing and compliance services
– Practice management programs and training
– Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue

Still looking for more info? Contact us to start your needs assessment today.