Start Here to Chart Your Course to Retirement

We are retirement planning experts and provide the greatest value to:

Individuals who are retired or want to know they have the ability to retire one day.

Diligent savers who have accumulated investment and retirement assets of $500,000 or more. (Excluding real estate.)

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

We are a fee-only (a.k.a. commission-free) retirement planning firm. Our fees depend on the complexity and needs of the client and are a transparent line item on every statement.

Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not Pacific Asset Management.

One transparent fee includes the management of all your investment accounts + ongoing retirement and financial planning. Our goal is to lower your taxes, reduce risk, and make sure you can retire without worry.

Scheduling your first phone call with us and C.H.A.R.T™ your course to retirement. We will help you make an educated and informed decision about working with our firm and others you may be considering.

We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.

If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.

There are three really important things about our firm that separate us from others:

• All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don’t run out of money.
• We limit the number of new clients we take on to deliver massive value and personalized service.
• We invest in industry-leading technology to simplify our clients’ lives and make retirement easy.

Great question! But first, let us explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream, you’re in the right place.