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Lifelong Guidance

We’re here for you, offering advice and support throughout life’s milestones.

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Tailored to You

We take a personalized approach to your wealth management needs.

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Dedicated Professionals

Our experienced team shares a passion for helping you pursue your goals.

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A Holistic Approach

Our process focuses on paving a path that guides you toward your goals.

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Where Do You Want Your Financial Roadmap to Take You?

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.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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