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
Free Retirement Planning Brochures
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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.
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..
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.
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.
Financial Education Workshops
Reserve your free seat today and start learning strategies designed to optimize your financial future.
Let our team of tax professionals help you navigate the ever changing complexities of changing tax regulations
- Learn how to invest
- Create a plan based on your goals
- understand your limitations
- Identify new opportunities based on your goals
- 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
- 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