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Our Services

The process at The Pacific Group begins with an in-depth evaluation of our client's current financial situation. Once we have established the overall objectives, we'll focus on specific long-term goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. Further, we recommend that reviews be conducted yearly. We work with clients and their advisors side by side so that they are confident in and comfortable with any suggestions we make, or products we offer.

Some of the products and services we provide:
 

Business Planning

Business Continuation
Key Person Insurance
Deferred Compensation
Buy-Sell Insurance

 Estate Planning

Estate Analysis
Survivorship Life Insurance
Tax Saving Strategies
Charitable Trusts
 
Retirement Planning

Wealth Accumulation Strategies
Personal Retirement Strategies
Pre-Retirement Planning
Retirement Income Analysis		 Pension Plans

Review and Evaluate
Administration Services
Defined Benefit Plans
412(i) Plans
401(k) Plans
Profit Sharing Plans
 

Insurance Services & Planning

Insurance Reviews and Analysis
Disability Insurance
Term Life Insurance
Universal Life Insurance
Survivorship Life Insurance
Whole Life Insurance
Variable Universal Life Insurance
Annuities
Long Term Care Insurance

 

Other Services

Wealth Transfer Strategies
529 College Savings Plans
Asset Protection Strategies

Contact Info

Phone:
Los Angeles: (310) 231-7720
New York: (646) 494-4011
Dallas: (817) 773-6985
Fort Worth: (817) 347-4017
Woodland Hills: (818) 703-7800

info @PacificGroupServices.com

Contact One of Our Professionals

Local Office | Branch Office