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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Women Make it Happen
Women in financial services are some of the most progressive women in the world.
Take these five steps to protect your financial well-being before making any other changes.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Good employee health can be great for the company’s bottom line.
Make the gig economy work for you.
Five strategies for managing your student debt.
There are things about Social Security that might surprise you.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?