• Skip to primary navigation
  • Skip to main content

  10531 4S Commons Drive #714 San Diego, CA 92127            (800) 215-5882              mike@hoodfinancial.com

Hood Financial

Hood Financial

Retirement. Reassured.

  • Home
  • About
    • The Hood Financial Story
    • Our Team
  • Who We Serve
  • What We Do
    • The Complete Retirement “Sherpa” Experience
    • Accumulation
    • Decumulation
    • Second Opinion
  • Start Your Journey Here
  • Resources
    • The Baby Boomer Dilemma
    • Your Asset Map
    • Your Financial GPS
    • Your Risk Number
    • Blog
  • Contact

The Complete Retirement “Sherpa” Experience

Planning your retirement is like preparing to climb a mountain. You need someone to guide you on the way up and on the way down. Learn more about how we can guide you on your retirement journey

LEARN MORE ABOUT THE “SHERPA” EXPERIENCE

When Was Your Last “Gear Check”?

When it comes to your retirement, are you equipped with the gear that you need to summit and descend the mountain safely? Our Second Opinion Service ensures that you are set up for success, and fixing portfolios is part of what we do.

Learn more about how we fix portfolios

Planning Your Retirement Journey

Think about how much time you spend planning a two-week vacation. Your retirement can be an incredible journey, and it’s time to start planning the trip! Our role is to help you enjoy the retirement you want and have worked hard for.

Start planning your retirement journey now.

Watch Our 5-Minute intro video


Start Your Journey with a 15 minute “get acquainted” call

If you were going to climb Mt Everest, would you use a guide? Your journey to, and through, retirement is very much like a mountain expedition.

At Hood Financial, we use this analogy to communicate our process, services, and values in a unique, visual, and memorable way.

Discover how a skilled and trusted Retirement “Sherpa” can help to guide you safely on your journey!


Mike-Hood-Financial-Advisor-Retirement-Planning-Hood-Financial-San-Diego-CA

Welcome! As a Financial Adviser, fiduciary, and qualified Retirement “Sherpa” in San Diego, CA, I specialize in helping our clients with Retirement Planning, Investment Management, and Financial Planning.

Our mission is to help our clients create a plan for their future that helps them feel more confident, secure, and in control of their finances. If you would like some guidance with Retirement Planning, Investment Management, or Financial Planning, please contact our office today.

About Hood Financial

You’re busy. We get it. At Hood Financial, we know that time is your most precious commodity- not money.  With so many people and things competing for your time and attention, it’s no wonder that family, faith, fitness, friends, and fun often takes precedence over planning, pie charts, and portfolios. We also understand that not all advisers and firms are created equal.  Knowing who to trust can be difficult, but not impossible.  Do you go with a big-name national firm or a smaller local group?  There are many other questions you must consider and yes, it does take a little bit of time, effort, and doing your homework.  So, why choose to work with Hood Financial over anyone else?  Click below to find out!

Learn more about Hood Financial

Services

When climbing a mountain, you need a map, the right gear, and a guide to help you along the way. Here’s how we serve as your Retirement “Sherpa” throughout your financial journey.

Your Map

It all begins with a map, or plan, detailing the path you will follow to achieve your goals before retirement and beyond.

Your Gear

We make sure you are equipped with the right mix of investments, strategies, and financial tools to support you throughout the journey.

Your Guide

As your Financial “Sherpa”, we stay with you from beginning to end, ensuring that you stay on the right path and are prepared for life’s surprises.

What We Do

Retirement planning is similar to planning for a mountain expedition. You reach the “summit” when you leave work, and the trip down the mountain is fraught with just as much difficulty and danger (if not more) as on the way up. Our job is to make sure you are properly trained and equipped—and that you know what to expect at every stage.

Learn about the Complete retirement “Sherpa” experience

Ready to start the conversation?

We’re here to help you understand the most important questions you should be asking. Take the first step today.

Schedule a 15-Minute “Get Acquainted” call

Explore more

Footer


The information provided by Hood Financial, LLC is not to be considered legal or tax advice. Consult with an attorney or tax professional regarding any specific legal or tax situation. Michael D. Hood is a Registered Investment Advisor with Hood Financial, LLC (“Hood Financial”)- a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Hood Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Copyright © 2022 • Hood Financial

Keep In Touch

  • facebook
  • twitter
  • youtube
  • linkedin

  10531 4S Commons Drive #714 San Diego, CA 92127

(800) 215-5882

  mike@hoodfinancial.com

Let’s Talk!

To learn more about The Complete Retirement “Sherpa” Experience, call us today at 800-215-5882, email us here, or click on this calendar link to schedule a 15-minute “Get Acquainted” phone call.

SCHEDULE A CALL