A lot of times, good people with financial means fail to set themselves up for a successful future. Typically, the difference between struggling through retirement and enjoying the lifestyle you envision is simply creating a plan and sticking to it.
That’s why I begin by getting to know each client as an individual, listening to their personal stories to understand and help them clarify their current situation, their immediate plans, and their aspirations for the future. Only then can they work together to develop a personalized, suitable action plan to achieve their goals.
No matter the stage of your career, the financial decisions you make today are likely to impact the rest of your life.
Do you ever ask yourself questions like;
Are the decisions I am making today, in line with my vision for the future?
How do I reduce taxes in retirement or upon the sale of my business?
Is my financial plan going to give me the best life for the rest of my life?
At PH Financial Group (a team of Pacific Advisors), our focus is on helping you plan for all the financial components of your life. You will see me doing webinars and lectures to share my experience on investments, tax strategies, insurance, asset protection and growth, and retirement plan. I am committed to designing a plan tailored to your needs, knowing that your individualized plan requires your input both at the beginning and in the future.
Our process is simple and straightforward. Initially and with a full understanding of your circumstances, my job is to educate you about your options and provide projections. With the information provided, I’ll create your plan around cash flow, protection, investments, and retirement goals.
In my spare time, I love to travel and do volunteer work. My wife and I love being outdoors skiing, snowboarding, kitesurfing & hiking. We have two great dogs, and they help us take care of our chickens. I’d love to meet you.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0J12909, AR Insurance License Number - 10893110.