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Our Services


Pacific Crest Financial Advisors, LLC provides personalized investment management and comprehensive financial planning services. We are focused on providing in-depth personal guidance that will analyze your current financial status, help you identify your life dreams and goals, and create a plan for how these can fit together. One of our key duties is to shed light on the implications of your immediate choices on reaching long-term goals. In our experience, money is rarely the ultimate client goal, but rather a critical tool for achieving your real objectives. We firmly believe capital’s main purpose is to help you live your life more fully and to enable you to attain your dreams. Our main purpose is to aid you in clarifying your goals and structuring your resources to achieve your life-affirming pursuits.

Many financial issues may arise throughout one’s lifetime. Here are a few examples of what we see most often:
   
   -       Do I have enough saved for retirement?
   -       When should I begin to draw Social Security?
   -       Should I roll over my 401(k) or leave it with my employer?
   -       Should I do a Roth IRA conversion?
   -       Should I refinance or pre-pay my mortgage?
   -       Can I afford a vacation home?
   -       Is my portfolio structured to match my goals and my personality?  
   -       Should I have more exposure to specific investments (i.e. global investments)?
 

All of our services are fee-only. 

Pacific Crest Financial Advisors, LLC is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.

Call us today to schedule your complimentary initial appointment. 

An initial meeting is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the client’s situation. After this complimentary interview we will provide, in writing, the scope of the work and fee for either our Wealth Management Services or our Comprehensive Financial Planning services.
 

To support your financial needs and concerns we offer three distinctive services:


 

 


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