Pacific Financial Plaza

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

(949) 720-2550Visit WebsiteMap & Directions880 Newport Center DrNewport Beach, CA 92660 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Newport Beach with Investment Advisory Service

Corona Del Mar (2 miles)
Costa Mesa (5 miles)
Newport Coast (5 miles)
Irvine (8 miles)
Huntington Beach (12 miles)
Laguna Beach (12 miles)
Fountain Valley (12 miles)
Aliso Viejo (12 miles)
Laguna Woods (14 miles)
Santa Ana (14 miles)

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General Info

Located in Newport Beach within walking distance to Fashion Island®, Pacific Financial Plaza offers over 270,000 square feet of premium workspace. This prestigious workplace community consists of two 7-story office buildings and a third building consisting of a 2-story split level structure. The three buildings that comprise Pacific Financial Plaza are located around a pedestrian plaza area that forms a deck over a grade-level parking garage.

Extra Phones

Phone: (949) 219-0693

TollFree: (800) 449-9501

Location

Wells Fargo Bldg

AKA

Pacific Financial Planners

Pacific Financial Planner LL

Other Links

http://www.irvinecompanyoffice.com/locations/orange-county/newport-center/pacific-financial-plaza.html

https://www.irvinecompanyoffice.com/locations/orange-county/newport-center/pacific-financial-plaza.html

https://pacificfinancial.fixedincomecounsel.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (949) 720-2550

Address: 880 Newport Center Dr, Newport Beach, CA 92660

Website: http://www.irvinecompanyoffice.com/locations/orange-county/newport-center/pacific-financial-plaza.html

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Pacific Financial Plaza

Tax Planning
Through our retirement tax planning services, we can help you implement tax saving strategies and income tax reduction strategies that can help to minimize the amount of taxes you pay when the time comes to start taking withdrawals from your retirement accounts.
Roth IRA
When it comes to taxation, there are basically three different types of investments: 1) regular taxable investments; 2) tax-free investments, like Roth IRAs; and 3) tax-deferred investments, like traditional IRAs and 401(k)s, which are taxable when you decide to withdraw your funds.
Income Tax
You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. As tax and financial advisors, we’ve found that the keys to avoiding that problem are awareness and planning.

Investment Management
With more than 30 years of professional investment experience, Jerry began his career as an advisor in 1987 and has worked for several Wall Street firms, including Shearson, Lehman Brothers, UBS and others. Wanting to create a more client-first approach to portfolio management, he began his own Registered Investment Advisor firm in 2004, specializing in managing risk and creating income streams for retirees and those soon to be retired. Jerry takes pride in making complex subjects easy to understand for the average person. Jerry is a dynamic speaker. He was the host of his own radio show “yourmoneytalks” for almost 20 years.
Bonds
Wealth Management
We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of wealth management services, including...

Accounting Services

Financial Planning
For more than two decades, Pacific Financial Planners has helped clients better preserve their savings and increase their retirement income through comprehensive financial planning services.
Retirement Planning
At Pacific Financial Planners our goal is to help take the guesswork out of the retirement planning process. That’s why we regularly host financial education events that are free to attend.
Annuities
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Pacific Financial Planners, LLC. is an Independent Registered Investment Advisor located in Laguna Niguel, CA. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Long Term Care
He has earned his Series 3, 6, 7, 63 and 65 securities licenses and holds annuity, life, health and long-term care insurance licenses.
Asset Management
We believe that diversification, proper asset allocation, and low-cost investments are the key drivers behind financial planning success. We also believe in helping you keep more of what you worked so hard to earn. That’s why we’ll help you implement tax-saving strategies to maximize your after-tax returns.
Living Trusts
When it comes to estate planning, the basic package consists of having a living trust and will, plus some form of Durable Power of Attorney in place for making financial and/or healthcare decisions. It won’t cost you a lot to get these items in place, and the peace of mind these estate planning tools can provide is priceless.

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