PACFS is here to help!

Every successful retirement starts with the right partner and plan to achieve your goals. Your goals are unique, and that's how we advise you. But why would you choose to work with us? 

Here are six reasons to consider:

1. Why work with a Fiduciary?

We are legally obligated to only give you advice that’s in your best interests. Even if you don’t work with us, make sure you work with a full-time fiduciary.  

2. Why are we Fee-Based?

Being fee-based means our economic interests are aligned with yours. If you are successful, we are successful. It also means you aren’t tied up for years in complicated products, and you are not obligated to stay with us.

3. Why are we Retirement Focused?

We help people retire well. While we have many clients that are not yet near retirement, and many others who could retire at any time, but choose not to, we focus on helping you prepare for life after you’ve stopped working full-time. 

4. Why our Advisors are not Salespeople

We have a team approach to advising, which means our advisors not only don’t compete, they actually work together to help you thrive. 

5. We Give Honest, Direct Advice

We believe that plain-spoken, direct advice will better help you reach your goals.  

6. Why are we Education Driven?

We offer free education on important topics to help you make informed decisions. Read our articles, watch our videos, and come to our live events. There’s no obligation. If you like what you see, you can contact us at any time.

Your concerns are our concerns, and we will only give you advice that will help you reach your investment and retirement goals.