Pacific Financial Advisors
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About   Pacific Financial Advisors

Pacific Financial Advisors was created to provide financial expertise that is unique, transparent and thorough, while always acting in our clients' best interest as a Fiduciary. Pacific Financial provides Investment Management, Tax, Retirement & Legacy planning in Washington, Oregon and California. With over 100 years of combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress free and prosporous life.

As a Registered Investment Advisory firm, Pacific Financial representatives are held to a fiduciary standard. That means we must provide objective financial advice that is in the best interest of our clients. It is our legal obligation. As fee based financial advisers, we operate independently and do not receive trading commissions for offering specific investment advice, so our recommendations are based solely on your needs. Our financial solutions are not limited to particular companies or product groups. Whether your needs span the entire spectrum of financial planning or just a few targeted areas, we provide customized solutions to best match your unique situation and financial goals.

 

* Pacific Financial Advisors is not a licensed attorney.

Pacific Financial Advisors

14410 Bel-Red Rd. Suite 110 Bellevue WA 98007 USA

TEL: (425) 458-2773
TOLL FREE: 888-867-7095
E-MAIL: Info@PacificFA.com


Free Retirement Planning Brochures

Sign up to download, or get a free copy mailed to you today.

 

FINANCIAL PLANNING Services

Careful planning is key to achieving your financial goals. Pacific Financial Advisors, Inc. will evaluate your situation and help you determine which financial planning strategies are right for you.

 

Investment  Management

At Pacific Financial Advisors, Inc., our financial planning process is designed to incorporate an objective perspective on your current financial situation and organize a plan of action to help you achieve your goals and objectives.. 

TAX PLANNING

Our team of Tax Specialists bring a combined 30+ years of experience when it comes to Professional Personal Income Tax Preparation. 

 

RETIREMENT PLANNING

At Pacific Financial Advisors, Inc., our financial planning process is designed to incorporate an objective perspective on your current financial situation and organize a plan of action to help you achieve your goals and objectives.

LEGACY PLANNING

Most aspects of financial planning deal with accumulating financial resources for specific lifetime purposes. In estate planning, the focus is on saving what you accumulated and passing it on according to your wishes.

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Financial Education Workshops

Reserve your free seat today and start learning strategies designed to optimize your financial future. 

 
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TAX PLANNING

Let our team of tax professionals help you navigate the ever changing complexities of changing tax regulations

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INVESTMENT PLANNING

  • Learn how to invest
  • Create a plan based on your goals
  • understand your limitations
  • Identify new opportunities based on your goals
Legacy Planning

LEGACY PLANNING

  • Learn common mistakes made with a will?
  • Do you need a trust, or is a will sufficient?
  • Questions to ask when drafting your powers-of-attorney
  • What is an IRA Asset Will?
  • Diffusing the IRA time bomb
 

SOCIAL SECURITY PLANNING

  • Understanding todays Social Security
  • Knowing your benefit options
  • How to maximize benefits
  • How to minimize taxation
  • Spousal, ex-Spouse & Survivor Benefits

RETIREMENT PLANNING

  • Will You Outlive Your Retirement Savings?
  • Do Your Investments Suit Your Stage In Life?
  • Minimizing the Effect of Taxes and Inflation.
  • Completely Understand Your Investments and the Associated Risks

HOME EQUITY CONVERSION

  • Todays Home Equity Conversion Mortgage
  • Understanding the costs
  • What are the financial benefits?
  • The benefits of being included in a complete plan

lIBRARY

Check out our resources to learn more about how we help you to achieve your investing and planning goals

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