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Empowering our clients through straightforward and trusted financial advice


EMPLOYEE BENEFITS EDUCATION




Maximize company savings, pension, & retiree benefits.

Benefits Review


PORTFOLIO CONSTRUCTION




Properly aligning your investments with your goals.

Portfolio Guidance


NAVIGATING RETIREMENT




Guiding clients through retirement with personalized plans.

Our Process



START PLANNING TODAY!

Financial Planning and Technology go hand in hand. Imagine, your entire
financial life combined on one site. This is the clarity you have been searching
for.

 * You work with us to identify any gaps and tax inefficiencies you may
   currently have, and from this we build a plan together that addresses these
   issues.

In 3 easy words, it's called a Comprehensive Financial Plan. This is exactly why
you're here!

Start Planning




AS FEATURED IN: 

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READ OUR BLOG!


 TAX PLANNING, NOT PREPARING

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PROACTIVE RETIREMENT PLANNING USING THE NEW SECURE ACT

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TRADITIONAL AND ROTH IRAS - TAKING RETIREMENT INTO YOUR OWN HANDS

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 * Gather powerful information that could potentially save you thousands in
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[EBOOK] Take Charge of Your 401k

CONTACT


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(800) 875-1986

12636 High Bluff Dr

Suite 400

San Diego, CA 92130




EMAIL

info@capitalincomeadvisors.com


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provided with information regarding the purchase of insurance and investment
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Registered Representatives offer securities through Securities America, Inc.
Member FINRA/SIPC. Financial advisors offer advisory services through Arbor
Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities
America companies are unaffiliated. CA Insurance Licenses: Jeremy Keating
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Securities America and its representatives do not provide tax advice; therefore
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