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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tips on insuring your teen driver.
To choose a plan, it’s important to ask yourself four key questions.
Your FICO score matters more than you may realize.
Spark joy and become more confident by giving your finances the home organization treatment.
The true cost of raising a child may be far more than you expect.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?