Business Planning Services

Do you ever feel like advice often comes in a one-size-fits-all package? I know every business is different, so I start by getting to know your business and you first.

Business Planning Services

Individual Planning Services

You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, I can help with a financial strategy that's tailored to fit your needs right now and going forward.

Individual Planning Services

Contact Us

Please feel free to contact us with any questions.

Justin C. Frisco, AIF®

My experience and broad knowledge of the business market allows me to assist small and medium-sized business owners, executives and employees with their insurance and investment needs.

We provide clients with a financial needs analysis to assist in the selection of financial products to help with their current and future goals. The needs analysis helps provide a personalized review of the client's situation and identifies gaps in the financial position relative to the client's goals. We help my individual and business clients shape their financial future by evaluating, selecting, and purchasing financial products to help protect their assets and families.

4370 La Jolla Village Drive, Suite 1025

San Diego, CA 92122

Phone: (858) 964-2120

Email: frisco.justin@principal.com

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Newsletters

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators