Retirement & Financial Plans

Retiring well means reaching your goals and living without the fear that you’re going to run out of money.

What does that kind of peace of mind feel like?

Priceless. You can plan for it.

Once we choose to work together, your PACFS advisor will walk you through a personalized and comprehensiv planning process to help identify and understand your exact financial situation. These steps help us create a plan that meets your investment and retirement goals.

These key planning points tell us:

1. How much savings you’ll need
2. How personal tax planning can save you money
3. How to best invest your savings
4. How to protect what you’ve earned
5. How to pass on your savings to your heirs
6. The order of the accounts you should use to live on
7. How you can eliminate debt and lower expenses

After we meet, we take the information you’ve given us, and we deliver you a personalized plan.