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...
Read More

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...
Read More

The Living Plan

Who’s that financial plan for anyways? Many people think that a financial plan is for their benefit.  No doubt, our...
Read More

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....
Read More

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...
Read More

Do the Social Security File and Suspend and Restricted Application changes impact you?

In November, Congress decided to eliminate both the option to file and suspend your application and the option to file...
Read More

2014 Schwab Impact® Conference

Research is a big part of everything we do at First Pacific Financial. To best serve the needs of our...
Read More

“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...
Read More

“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...
Read More

Retirement Planning Tips

Retirement planning is important as you consider your investing style, and how much you need for...
Read More