PacWest Wealth Partners is your local financial planning firm of choice. Our team provides personalized goal-based advice to every client. Give us a call to begin planning towards your short and long-term goals.
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
Every family is unique. That’s why it's so important to receive personalized financial advice to help your family achieve your goals.
AMERIPRISE.COM
How non-traditional families can help ensure a more secure financial future
"Let me do all the good I can, to all the people I can, as often as I can, for I shall not pass this way again." — John Wesley.
Are you taking the time to do good?
Medicare enrollment can be difficult to navigate. I can review your options and help you plan for future health care costs.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We're here to help.
AMERIPRISE.COM
Dealing with job loss
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Helping you keep an eye on the future is what we do best.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Introducing our newest associate financial advisor (AFA) Jorge Martinez! Jorge has over 8 years of experience in Banking and Financial Services. Outside of financial planning; Jorge enjoys cooking, playing the piano, and serving his community.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
