Welcome to the Pacific Peak Toolbox. This is your link to our fabulous financial solution center; a personal website for each of our clients. Here you can link all your financial accounts, not only the investments we are managing for you, but you can add any account you want to track, with real time updating.

Our Pacific Peak Toolbox is robust software allowing us to link all your financial accounts and thus building a map of your entire financial picture. We can then model ideas and changes in real time to illustrate the effect of things like: an early retirement, Social Security benefits at various ages, elections, pension options, purchases, savings, second home purchases, remodels, or asset sales to see how those ideas affect your plan. We can then stress test the results to see how these changes could affect the viability of your plan. This planning extends to things like tax efficiency in the investment strategy, asset allocation and risk tolerance reviews.