Financial Focus.
How do you balance immediate financial needs with long-term strategies to build and conserve wealth? In our regular Financial Focus articles, we provide answers with insights into financial planning, investment management, retirement planning, tax effciency, and income planning.
Wealth Director: Enhancing the Client Experience
At First Pacific Financial, our clients have access to our financial planning and account aggregation software Wealth Director. Wealth Director...
Retirement Savings: Delaying gratification or buying peace of mind?
The big question on many American’s minds is how much they need to save to have a comfortable retirement. Simple...
The Living Plan
Who’s that financial plan for anyways? Many people think that a financial plan is for their benefit. No doubt, our...
What is a Charitable Remainder Trust and when would I consider using it?
The answer to this question is relatively simple, but the trust itself is complex and has complex rules and requirements....
Terrorist Attacks & Stock Markets
In light of last week's terrorist attack in Brussels, the Washington Post reviewed historical attacks and their effect on the...
2014 Schwab Impact® Conference
Research is a big part of everything we do at First Pacific Financial. To best serve the needs of our...
“When feeling seasick…” – Part 2
We recognize that today seems like a particularly uncertain time. Ultimately, every client’s needs are unique, and we work hard...
“When feeling seasick…” – Part 1
As a cruise ship captain would advise, the best cure for seasickness during rough waters is focusing on the distant...
Retirement Planning Tips
Retirement planning is important as you consider your investing style, and how much you need for...