We are Devoted to Providing Clarity and Creating Confidence in Our Clients' Financial Futures
Welcome to Pacific Crest Planning.
We help individuals, families, and businesses from all walks of life.
We have specialized experience working with:
- Hanford Area Workers
- Federal and State Employees
- National Lab Employees
- Business Owners.
We understand your unique financial situation and benefits. We can help you create a comprehensive financial plan that integrates all of your financial resources to create a clear, confident, and secure retirement.
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Is your personal inflation rate higher or lower than the CPI?
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.