Gain confidence and clarity in your financial future. Choose the path that you relate to the most below:
We use science, not speculation, to help you build a retirement plan that optimizes all of your retirement resources. We teach you how to organize your Social Security, pensions, and investments to achieve the retirement lifestyle you want.
Keep more of what you earn. Increase tax efficiency. Plan for your own retirement, potential sale, or succession of your business. Our team can help you build a plan that allows you to run your business today while setting your financial future up for success.
Learn how to use tax laws to your advantage. Choose investments that pay tax efficient income. Use your earning power to set your family up for a future of financial security. Leave the legacy you want. At Pacific Crest Planning, we can help you explore these options and create a plan to implement them.
C. Todd Halterman, Kyle T. Blodgett, Ryan F. Sullivan, Landra Macy, Niles Gale, Registered Representatives and Investment Advisory Representatives of Centaurus Financial, Inc. Securities offered through Centaurus Financial, Inc., Member FINRAhttp://www.finra.org/ and SIPChttp://www.sipc.org/, a registered investment advisor. Pacific Crest Planning, Riskalyze and Centaurus Financial, Inc., are not affiliated. Supervisory Branch: 2300 E. Katella Ave., #200, Anaheim, CA 92806 | (714) 456-1790