Affluence comes with its own set of needs and challenges. Pacific Financial Planners provides attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies. We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family.

We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner. Our Wealth Management services include:

• IRA Legacy Planning
• Long-Term-Care Planning
• Asset-Preservation Strategies
• Estate Planning 
• Tax-Saving Strategies