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RETIREMENT PLANNING

Many individuals approaching retirement are unsure if they are on track to afford the retirement lifestyle they desire. We use sophisticated planning and analysis tools to “stress test” your retirement…

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BUSINESS RETIREMENT PLANS

Meetings. Staff. Business Development. Operations management. We know you have a lot on your plate. Your 401(k) plan is probably an afterthought compared to most of your day-to-day responsibilities.  Here’s…

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PENSION AND SOCIAL SECURITY OPTIMIZATION

Trying to understand pension and Social Security benefits can be frustrating and confusing. Which pension option to select and how and when to take Social Security may be the most…

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INVESTMENT MANAGEMENT

At Pacific Crest Planning, we care less about which specific investment tools you use and more about making sure you use the right mix of tools to implement your financial…

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ESTATE AND LEGACY PLANNING

A proper estate plan is a very important part of a comprehensive financial plan. Many individuals work their entire lives to build a legacy for their children or a charity…

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FINANCIAL PLANNING FOR BUSINESS OWNERS

80% of small businesses listed for sale never sell1.  Is the sale of your business a large part of your retirement plan?  We are business owners too. We have a…

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MEDICAL PROFESSIONALS

PHYSICIANS If you’re a Physician, you face a unique financial planning situation. You borrow large amounts of money to go to school. You graduate into a profession that gives you…

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It's tax time.

TAX PLANNING

Proactive, effective tax planning can be one of the most valuable parts of your financial plan. We help our clients execute proactive tax planning strategies designed to increase tax efficiency…

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