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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The 12 Steps to Living Confidently: Retire With Confidence
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How to help determine life insurance needs to provide for your family after you pass away.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are things about Social Security that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.