Pacific Advisors
Managing Partner
888-399-3331
[email protected]
ABOUT PACIFIC ADVISORS Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 46,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support. We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives. TRUSTED STRATEGIES Our Approach Focuses on the Individual, Family, and Business Objectives at We'll guide you through a financial decision making process across three distinct strategies: We then equip you with The Living Balance Sheet® platform to guide your family each step of the way and help you see your full financial picture. Business owners endure the complexities of business ownership alongside their individual and family financial objectives. Optimizing the financial strategies of your business is one of the most powerful steps you can take. We offer the Enterprise Financial Strategies for owners at all stages of the business life cycle including: For clients who have achieved life-long financial success and want to explore advanced individual wealth strategies, asset protection, and estate planning opportunities, we offer:
the Forefront of Your Mind, to Help You Live a Good Life for the Rest of Your LifePATH OF CONFIDENCE™
Lifelong Financial Success
ENTERPRISE FINANCIAL STRATEGIES
Advanced Strategies for Business Objectives
LEGACY OF SIGNIFICANCE™
Personal Wealth and Estate