We focus on retirement and transferring family wealth by guiding clients through the tax implications of their decisions.

After all, it’s what you keep that matters.

Specialist serving City of San Diego Firefighters and High-Net-Worth Families

Learn how we can help your financial planning by identifying tax advantages.

Trust & Estate Planning Strategies

Guidance and strategies to help fulfill your vision for the future.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.

Deferred Retirement Option Plan (DROP)

Tax Planning, Withdrawls, and Rollover Services.

401K Deferred Compensation

Understanding your investment options.

Nathan Medina, CFP®, Founder of After-Tax Wealth Management

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Watch our video to understand how we help strategically align your decisions to pursue tax-advantaged investments and intergenerational wealth transfer

Learn why real-time tax and investment expertise are needed to support your wealth goals and legacy

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Accumulating retirement wealth is one thing, minimizing taxes on withdrawals is another.

  • Years of dedicated and trusted service for City of San Diego Firefighters
  • Personalized retirement guidance and tax-advantaged income planning
  • Expertise to help you understand DROP (Deferred Retirement Option Program), when to enter, and what to do when you retire
  • Access to objective investment experts for your DROP account rollover options

Preserving future wealth for what’s most important to you

  • Tax Consulting for your wealth today and your family’s tomorrow
  • Intergenerational Wealth Management that aligns investments, trust accounts, and estate planning with tax advantages
  • Charitable Giving Strategies to support your vision of the future
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Still looking for more info?

Contact us to start your needs assessment today.