2535 Truxtun Road, Suite 207
San Diego, CA 92106

Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

We Can Help Preserve and Protect Wealth
Contact Us Today!

Nathan H. Medina, CRPC, EA
CRPC conferred by College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
CA Insurance Lic#OC32917
(619) 365-4596

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.