ADVANCED FINANCIAL STRATEGIES
For Complex Business, Charitable, and Estate Strategies
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:
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.
Enterprise Valuation & Sufficiency
Advanced Charitable Strategies
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.
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.
FINANCIAL ADVISORCLU® 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.
Director of Advanced Planning
AFS Financial Advisor
Advisor Performance Group
AFS Operations & New Initiatives
AFS Client Relations
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 OutcomesRequire 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.