TruFinancial Plan

Full suite of benefits

Services to help you achieve your financial goals.

Debt & Credit Management Services

We work with you to tackle your debt in the most cost-effective and efficient way possible. We also review your credit reports from all 3 bureaus and work with you to correct and repair your credit if need be.

Tax & Accounting Services

Our team of accountants will prepare and complete your annual personal and business tax returns. We also complete tax planning for the upcoming year and answer any tax questions you may have. Extra services include creating/dissolving business entities (LLC's, Corp's, etc.) and bookkeeping.

Budgeting & Cash Flow Services

We analyze your spending for 3 months and summarize the information to get an understanding of your spending habits. From there, we create a "TruBudget" that allows you to accomplish all of your financial goals while living within your means.

Insurance Planning

TruFinancial is an independently licensed property, casualty, life, accident, and health insurance brokerage. We can shop all of your insurance needs with over 50 different companies to find you the most competitive offers. Personal Insurance Services: auto, motorcycle, watercraft, home, umbrella, renters, earthquake, flood, landlord, life, disability, annuities, and long-term care. Commercial Insurance Services: Auto, Workers Compensation, and Business Liability

Estate Planning Services

Our in-house estate planning attorney will create a customized estate plan for you and your family to accomplish your final wishes in the most cost-effective and lucrative manner possible. Estate Planning Services: Basic will, living will, general power of attorney, health care power of attorney, revocable/irrevocable living trusts, advanced health care directive, special needs trust, restatement of trust, amendments to trust, guardianship, and more.

Retirement Planning

We reverse engineer your savings goal by assessing your investment objective, time to need, and risk tolerance.

Education Savings Planning

We help you save in a variety of ways to achieve your savings goal for future education costs of your loved ones.

Supplemental Investment Planning

Should there be a discretionary income after all priorities are addressed, we help you invest that money appropriately.

Post Retirement Planning

We address all of your post-retirement insurance needs and implement a cost-effective solution to eliminate or reduce catastrophic risk. We also address your post-retirement income need and design a plan to guarantee that income for the rest of your life.

What's right for you

Membership Packages for everyone.

Your first two consultation meetings are complimentary.

Schedule a meeting today

Bronze

$60/mo or $75/mo per couple

Initially up to 10 meetings with your advisor to create your TruFinancial Plan

Up to 4 Financial Check-up Meetings Annually

Debt Management Planning

Credit Repair & Coaching

Annual Tax Planning

Cash Flow & Budgeting through TruBudget

Comprehensive Insurance Planning

Retirement Savings Planning

Educations Savings Planning

Supplemental Investment Planning

Retirement Income Planning

Professional Financial Consulting:
Lease/purchase of a vehicle, rent/buy/sell a home, home renovations, loan refinance analysis, insurance claims, employment salary negotiations, business ventures, financial family planning, employer benefits, real estate investing, and other large purchase decisions.

Completed analysis of competitive or alternative products/scenarios

Access to TruFinancial’s network of business professionals

A printed copy of your TruFinancial Plan binder (optional)

Silver

$90/mo or $115/mo per couple

All Bronze Benefits Plus

Annual Personal Federal & State Tax Return by TruFinancial Accountant (Up to $500)

Up to 8 Financial Check-up Meetings annually with your Advisor.

Gold

$160/mo or $210/mo per couple

All Silver Benefits Plus

Annual Corporate/Business Tax Return (Up to $1,000)

12 Meetings with your Advisor

Platinum

Custom Pricing

All Gold Benefits Plus

Business bookkeeping

Quarterly Filings

Payroll

Creation and Filings for LLC & Corporations

We're excited to hear from you

Contact us today to begin a one of kind relationship

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Office Hours

Monday - Friday : 9AM - 6PM
Saturday : Open by appointment
Sunday : Closed

Information

(619) 955-5565

info@trufinancial.org

444 West C street. Suite 340 San Diego, CA 92101

Investment Advisory Services are offered through TruFinancial Registered Investment Advisory Services, Inc., a registered investment adviser. Securities are offered and sold through Shareholder Services Group Inc. TruFinancial Registered Investment Advisory Services inc and Shareholder Services Group Inc. are not associated entities. Insurance products and services are offered and sold through TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services, Inc, and TruFinancial & Insurance services Inc. are affiliated entities.