Pacific Financial Planners, LLC is an Independent Registered Investment Advisor based in Newport Beach, CA. They offer a range of services and tools to assist individuals with their estate and tax planning needs, as well as helping them meet their retirement goals. With a focus on providing educational resources, they aim to help clients navigate the complexities of the stock market and make informed decisions to protect their retirement savings.
With a team of experienced professionals, Pacific Financial Planners, LLC provides personalized advice and strategies to help clients optimize their retirement income through tax planning. They also offer a library of reports and videos covering various financial topics, including the importance of portfolio diversification and the potential pitfalls of annuities. Committed to their clients' financial well-being, Pacific Financial Planners, LLC is dedicated to helping individuals achieve a secure and prosperous retirement.
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