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Welcome

Welcome to Pacific Crest Planning.

We provide comprehensive, holistic retirement and financial planning services to individuals and businesses.

We help people from all different walks of life and occupations, but have extensive experience and specialization in working with Hanford Area workers, business owners, and medical professionals.
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Our Mission

We are Devoted to Serving our Clients and Communities by Providing Clarityand Inspiring Confidence in their Financial Futures.

We Teach. We Coach. We Counsel.

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Have Questions?

We can help you answer these questions:

  1. Can I afford to retire?
  2. How much income can I expect in retirement?
  3. Where will my income come from?
  4. What decisions will I need to make with my resources?
  5. What risks could impact my financial security?
  6. How do I manage those risks?
  7. How do I put it all together?

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Riskalyze: Free Portfolio Risk Analysis

Riskalyze is a cutting edge technology that quantifies your acceptable level of risk with 96% accuracy. With Riskalyze, we can ensure that the risk in your portfolio aligns with your investment goals and expectations. Together we can take the guesswork out of your financial future.

Click the link below to start your free portfolio risk analysis or click here to learn more about the program.

Free Portfolio Risk Analysis

Event Calendar

17
June
9:00 am - 11:00 am
21
July
5:30 pm - 6:30 pm

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