RISK MANAGEMENT & INSURANCE PLANNING
Understanding your risk is a part of the financial planning processes. Using holistic planning, we look at every aspect to make sure you are fully protected. We start by identifying your current insurance coverage and personal needs to understand where the gaps are and begin to fill in the blanks.
RETIREMENT PLANNING & INVESTING
Retirement Planning and Investing helps project what your retirement income might looks like, as well, how much money you will need going forward. Our approach helps you look into managing your finances for the long run.
This multigenerational planning approach focuses on smoother transitions of wealth, less family discord, and the effective transition of family values and leadership.
TAX PLANNING & MINIMIZATION
Let’s face it, nobody likes to pay taxes. At Pacific Choice Financial we are well informed on tax regulation and can help reduce them for you!
No matter the financial position, an estate plan can reduce the taxes and expenses of an estate. Pacific Choice Financial can help you with an estate plan that can speed up the transition of assets to your beneficiaries and ensure that beneficiaries are protected.
What is your Charitable Giving Strategy? The Federal government offers charitable giving tax incentives & just like a Financial Plan it is important to have a strategy for your donations.
CORPORATE BUSINESS PLANNING
A well-written corporate plan is an asset for any type of Business, and a great way to communicate your strategy to investors, stakeholders and bankers.