Pacific Wealth Management
San Diego, California
Description
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals. Our services include: financial planning, retirement planning, executive compensation analysis, asset management, tax planning, cash flow analysis, risk management & insurance needs analysis, Social Security planning, goal-based needs analysis, and more.