About Pacific Empire Financial

Pacific Empire Financial is dedicated to bringing individuals and families the latest and most innovative concepts in the area of retirement counseling, insurance and financial planning. Our mission is to help families create a plan to preserve and protect their hard-earned money from the effects of inflation, taxation and market risk; and to transfer those assets to loved ones upon their passing without the cost and delays associated with legal or governmental intervention.

Estate Planning involves the coordinated efforts of three professional disciplines: legal, tax and financial planning in order to maximize the goal of asset protection and wealth transfer. An estate plan may not be complete unless the services of a licensed attorney, a certified tax authority and a qualified financial professional are employed. The elimination of any one of these professional disciplines may result in a plan that could fall short in addressing the numerous concerns involved in estate planning. At Pacific Empire Financial, we have developed strategic alliances with expert tax strategists and estate planning attorneys to complement the efforts of our financial services company.

Your current needs may include something as basic as trying to maximize retirement income with no risk to principal or reducing taxes on current investments. You may be looking for alternative ways to prepare for the burden of long-term care expenses or need tax consulting. You may need a simple will or a trust. Whatever the need, through our association of qualified independent professionals, we can help coordinate a plan that can accomplish the goals set by you and your family.

Our Philosophy

At Pacific Empire Financial, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

Plan a Comfortable and Secured Retirement
We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns.

Our Mission

When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.

As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services and a passion for serving you.