About Us

An Investment Advisory Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.

Pacific Financial Solutions is an exclusive Financial Advisory firm that provides comprehensive financial planning, investment advisory services, and comprehensive estate planning* and reviews. With over 30 years of combined planning experience, our team is uniquely qualified to best design, implement, and maintain your individual financial goals. As Investment Adviser Representatives, Pacific Financial Solutions representatives are held to a fiduciary standard. That means we must provide objective financial advice that is in the best interest of our clients. It is our legal obligation. As fee based financial advisers, we operate independently and do not receive trading commissions for offering specific investment advice, so our recommendations are based solely on your needs. Our financial solutions are not limited to particular companies or product groups. Whether your needs span the entire spectrum of financial planning or just a few targeted areas, we provide customized solutions to best match your unique situation and financial goals.

Our Vision & Mission

To be the foremost Retirement Planning Firm by enhancing our clients lives through empowerment, service, and family-oriented relationships.

Pacific Financial Solutions provides insightful retirement planning strategies by concentrating on our clients 4 core retirement pillars: Tax, Estate, Income and Investments.

Putting Your Interest First

Pacific Financial Solutions team is dedicated to establishing long-term relationships. To insure this, we are committed to:

• Always putting your best interests first
• Acting with prudence; that is, with the skill, care, diligence and good judgement as professionals
• Not misleading and always providing conspicuous, full and fair disclosure of all facts
• Communicating clearly and forthrightly in all matters
• Strategically discussing money issues – How do you want your money to work for you?
• Providing financial solutions consistent with your core values and objectives
• Communicating and meeting/exceeding mutual expectations
• Avoiding conflicts of interest
• Fully disclosing and fairly managing, in your favor, any unavoidable conflicts

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.