We work with our clients hand-in-hand to assist with financial decision making and family wealth management. Our investment strategy is to minimize client fees and allocate risk appropriately across each portfolio. Through our website, we provide each client access to our Pacific Peak Toolbox CMS (comprehensive wealth management system) where they can track all of their financial accounts and assets.
Our broad range of services includes the following:
- Personally tailored investment planning
- Risk assessment / solutions
- Retirement Planning
- Complete Financial Plan
- Distribution Strategies
- Cash Flow Analysis
- Planning for Business Owners
- Succession Planning
- Qualified Plan Design and Implementation
- Group Health / Life / Disability
- Executive Compensation
- Estate Planning
- Wealth Transfer Design
- Succession Planning
- Gifting to Children and Family
- Charitable Gifting
- Review of Beneficiary Designations
- Education Planning
