Define Financial, led by CEO and founder Taylor Schulte, is a fee-only financial planning firm based in San Diego, California. They specialize in assisting individuals aged 50 and above to lower taxes in retirement, manage investment risks, and create tax-efficient income strategies. Their services include investment management, tax planning, retirement income planning, and insurance optimization. As fiduciary advisors, they prioritize transparent pricing and customized retirement advice, avoiding hidden fees and cookie-cutter solutions.