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.

Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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