SIMPLIFYING THE MOST IMPORTANT
PROJECT OF YOUR LIFE


The life you want. The support you need. For the things that matter most.
Your life plan starts here.

ACCESS YOUR LIFE PLANNING TOOLKIT

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Over the years, we've helped hundreds of families protect their way of life
and plan the retirement they deserve.

YOUR LIFE PLAN
STARTS HERE

Your goals. Our guidance. Together we engineer the life you want, beginning and ending with what matters most to you.

START YOUR LIFE PLANNING

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WHO WE HELP

Your financial future is one of the most important projects you will ever manage. Don’t do it alone. Our team is devoted to helping you financially succeed.

How can we help?

RETIREMENT FOCUSED INVESTORS

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BUSINESS
OWNERS

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HANFORD
AREA WORKERS

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HIGH INCOME
EARNERS

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ENGINEER THE RETIREMENT LIFESTYLE YOU WANT

THE ADVENTURE FLAG


The Pacific Crest Planning Adventure Flag is a fun, interactive way for our client's and their families to share their dreams and experiences. By sharing these adventures, we hope you can find inspiration to enjoy your newfound freedom.

At Pacific Crest Planning, we believe that your life goals and how you plan to spend your time in retirement is just as important as the financial aspects of retirement planning. We want people to enjoy their lives and really experience the fun, family, and freedom in retirement that they’ve worked so hard over the years to achieve.

Our clients sign up for the Pacific Crest Planning Adventure Flag throughout the year. The Adventure Flag joins them on their trips, travels, and milestones-all over the world and at home. Their signature on the flag and a snapshot memorializes their journey as they lead fulfilling, exciting lives in retirement and beyond. Flags are retired to our conference center each year and serve as a symbol that life, adventures, fun, and excitement are waiting to be had by those who have the courage to follow their life plan and take the retirement plunge!

Select the button to see some of the adventures our clients have been on with the flag. Please contact us to see how you can become a part of our Adventure Flag journey! Email us here

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