Lifelong Guidance
We’re here for you, offering advice and support throughout life’s milestones.
Dedicated Professionals
Our experienced team shares a passion for helping you pursue your goals.
A Holistic Approach
Our process focuses on paving a path that guides you toward your goals.

Where Do You Want Your Financial Roadmap to Take You?
At Palomar, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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