Call for an APPOINTMENT: 1-800-993-9996

PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to Pacific Group Advisors now.Tomorrow begins today

WHEN IT COMES TO YOUR FINANCIAL FUTURE,

KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE ARE CONTINUOUSLY KEEPING YOU

IN THE FINANCIAL KNOW

By keeping you updated on the latest financial news and media!

A Few Words About Us

We here at Pacific Group Advisors focus on looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

Learn More

Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

Learn More

Workshop Schedule

Learn More

Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

Learn More

Weekly Newsletter

Social Security tips for singles

Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s work history. ✔ Widowed: Consider...

read more

Americans are spending more money after they retire

Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and...

read more

IRA BLOG

What a Year Means When it Comes to Your IRA Rollover

The once-per-year rollover rule says that you can only roll over one IRA distribution from all of your IRAs (both traditional and Roth) in a one-year period. This is a tricky rule and many taxpayers have run into trouble with it. One area that can be very confusing is...

read more