Define Financial is an award-winning team of Certified Financial Planner professionals based in San Diego, CA, specializing in helping individuals aged 50 and above lower taxes, invest wisely, and maximize income in retirement.
With a focus on transparent pricing, customized retirement advice, and acting as fiduciary financial advisors, Define Financial is dedicated to providing personalized solutions that meet the unique needs of each client, while avoiding common mistakes and conflicts of interest.
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