ADVANCED FINANCIAL STRATEGIES

For Complex Business, Charitable, and Estate Strategies

For Business Owners and Key Executives

Your business is your single greatest financial asset. Optimizing the financial strategies of your business is the most powerful thing you can do to secure your life-long sufficiency and legacy. We work with owners at all stages of the business life cycle, from assisting the new business owner with establishing a sound financial foundation to ensuring smooth business succession and transition into retirement.

Complex strategies require complex coordination and specialized knowledge. Within Pacific Advisors, our Advanced Financial Strategies Team has implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To help you visualize, compare, measure, and track effectiveness, we employ advanced tools and software to model and stress-test strategies with you to determine a suitable approach to achieve your advanced objectives including:

Business succession
Planning capital preservation
Maximizing income
Group benefits
Asset protection
Tax reduction strategies
Exit strategies
Retirement plans

To accomplish this, our team of specialists work with your other trusted professionals to advance your corporate strategies. If you’re a business owner, or have personal wealth management concerns, reach out and engage us in a no-obligation assessment of your existing structures and strategies. Let us demonstrate the significant contribution we can make to you and your organization by helping you build a successful enterprise that fulfills all of your objectives.

PREVIEW SOME OF OUR EXCLUSIVE STRATEGIES AND PROGRAMS

Click to Watch the 2-minute Videos

Tax Insights™

Performance
Insights™

Enterprise Valuation & Sufficiency

Advanced Charitable Strategies

MEET THE TEAM

KELLY KIDWELL

PRESIDENT & CEO
CFP® ChFC® CLU®

As CEO of Pacific Advisors, Kelly Kidwell is a frequent national lecturer for business owners and provides continuing education for attorneys, accountants, and financial advisors. Active across the industry and in the community, he is known and respected for his effective strategies for corporate, tax, charitable and estate planning.

ERIC MCDERMOTT

MANAGING PARTNER
CFP® ChFC® CLU®

As leader of the Advanced Financial Strategies Team, Eric McDermott and his team work with business owners at all stages of the enterprise life cycle — from new business capital strategies, to recapturing lost capital and redirecting it to business growth or personal net worth, or helping ensure smooth business succession and transition into retirement.

ANDREA SCHAFFER

FINANCIAL ADVISOR
CLU® ChFC® CFP® MA

Andrea focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She serves clients nationally.

BACK OFFICE & CASE SUPPORT

Eileen Rice

Director of Advanced Planning

David Reardon

AFS Financial Advisor

Heidi Romero

Advisor Performance Group

Sarah E. Yost

AFS Operations & New Initiatives

Evan Kidwell

AFS Client Relations

APEX Group

National Network of Advanced Resources and Support

NEXT STEPS TO LEARN MORE

Set up a no-obligation call or meeting with us to look at the potential impact of these Advanced Financial Strategies on your financial and tax efficiency.

Complex Outcomes
Require Advanced Strategies

With tens of thousands of clients and decades of collective experience, our Pacific Advisors team offers many strategies to draw from to match your complex financial concerns and objectives. Given the wide availability of financial products in the marketplace, we are often asked how our strategies are distinct. This brochure introduces the specialized types of financial efficiency, optimization, and protection strategies we advance for our clients.

To start a conversation and receive a copy of our 32-page overview
of these coordinated enterprise strategies, fill out the form below.

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