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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Gifting of A Stronger Financial Future
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A confident retirement begins with a plan.
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
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.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.