As your financial advisor, my first job is to help you protect your current position of wealth. Then I work with you to create a roadmap for the achievement and protection of your full narrative of wealth.
Once the plan is clear we begin to conservatively advance toward it, never taking more risk than necessary to help achieve the fulfillment of your narrative.
At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
To schedule a complimentary consultation please call (909)307-4945 or click here.
Tax-Advantaged Retirement Planning
Reduce your tax liability in retirement.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It turns out Mom really did know best when she laid down essential truths to live by.
Here's a breakdown of how the federal government spends your tax money.
Tips on home-buying for Millennials.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.