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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Millennials are redefining retirement planning.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Healthy habits are one of the greatest gifts to give your child.
Important items to consider when purchasing condo insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Disability happens to more people, more often than you may think, and it lasts longer, too.