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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Financial lessons from movies and TV.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are the official tax numbers for 2019.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: Right Now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Make your retirement as exciting as your next vacation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When should you take your Social Security benefit?