Home

 

 

Check the background of our firm on FINRA’s BrokerCheck.

Home
Home

Hanford Area Workers

More

Home

Business Owners

More

Home

Medical Professionals

More

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.

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.

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?

 

 
 
 
 

Pacific Crest Planning is honored to be a SmartVestor Pro in Central and Eastern Washington.

Home

Why SmartVestor?

  • We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

  • A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications, changes in legislation and educate you so you’ll understand what you’re investing in and why. If you’re having a bad day and decide to pull all of your investments out, you can ruin the goals you’ve worked hard to pursue. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stick with your long-term goals.

  • It is one thing to understand investments, but a much larger issue is the overall financial plan.  Without the knowledge, education, experience and ability to chart out a financial plan with the proper strategies, targets, recommendations and advise….one can invest but not know if they are on track as they pursue their goals.  We also find many people have advisors that don’t do this or cannot give the right advise due to their limitations on licensing, registration, or firm affiliation that keeps them from advising their clients one-on-one in a personal way.  As a financial planner, we are fiduciaries that are held to advising our clients and directing them in a way that is in “their best interest”.  You may just need advice, rather than being sold something that may or may not help your goals.  Please come in and ask us the key questions you have and we will counsel you in a simple, straight forward, and personal way. 

No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws Registered Representatives of Pacific Crest Planning may only discuss securities with or transact business with persons who are residents of the following states: AZ, CA, CO, HI, ID, KS, NM, NV, OR, UT, WA

Securities and Advisory services offered through Centaurus Financial, Inc., member FINRA/SIPC. A registered investment advisor. Pacific Crest Planning, Inc. and Centaurus Financial, Inc. are not affiliated companies.

Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Pacific Crest Planning.