Danielle Vigneault CDFA Financial Advisor

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How much could you receive from Social Security? Here’s what to expect.
10/28/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Do you know the risk factors that can lead to cognitive decline?
10/26/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
10/24/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
10/22/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
10/19/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Ready to retire? Prepare with these key questions for those ready to take the big step.
10/17/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
10/15/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
10/14/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/12/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Second homes have unique risks and insuring them is different than a primary home.
10/10/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Address

12439 Poway Road Suite D
Poway, CA
92064

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

(858)7990380

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