Cell: (916) 412-2864
1490 Stone Point Drive, Ste. 100Roseville, CA 95661
to strategize for your success. James, along with his professional associates, will work with you to envision a superior financial future, then help you, step by step, to build towards that future. Working together with his colleagues at Pacific Advisors, James does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all of your financial goals. This may include building wealth, ensuring your money is protected, maximizing retirement income, and planning the legacy you leave to your family and community. By recognizing your desires and spotting the things that must change, they can help you build financial wealth as you create richer lives for yourselves and your families. “I’m willing to do the things that others are not.” James and Pacific Advisors take an unconventional approach towards helping their clients achieve long term financial success. Much of the traditional financial plans and strategies utilized since the 80s have failed the American public. Breaking away from this model, this duo creates a personalized plan beginning with a thorough understanding of their clients’ current situation. Then they help them concretely envision “A good life for the rest of their life.” Only after understanding their clients’ current situation, goals, and aspirations for the future, are they able to offer step by step guidance towards building that future.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
CA Insurance License #069621, Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America®, New York, NY. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.