We aim to be your financial partner and professional guide through the various stages of your financial life. Our primary focus is to assist you in aligning your resources with your personal and family goals. Our goal is to illuminate your financial pathway. We offer Fee-Only* comprehensive financial planning along with ongoing investment management in a team environment.
This Fee-Only compensation allows us the opportunity to provide tailored advice based upon each client's personal situation, not based on any form of potential commissions. Thus, we are truly working for you. Pacific Crest Financial Advisors, LLC is a Registered Investment Adviser with the principals having over thirty years of experience in the financial industry and has had offices in both Everett and Seattle, Washington.
This Fee-Only compensation allows us the opportunity to provide tailored advice based upon each client's personal situation, not based on any form of potential commissions. Thus, we are truly working for you. Pacific Crest Financial Advisors, LLC is a Registered Investment Adviser with the principals having over thirty years of experience in the financial industry and has had offices in both Everett and Seattle, Washington.
Services
Pacific Crest Financial Advisors, LLC provides personalized investment management and comprehensive financial planning services. We are focused on providing in-depth personal guidance that will analyze your current financial status, help you identify your life dreams and goals, and create a plan for how these can fit together.
Our Wealth Management Service is aimed at assisting you utilize your available resources to achieve your goals (financial, family, and charitable). We view investment management and financial planning as a long-term, continuous process that requires thorough knowledge of the client's desires, goals and resources.
Our Comprehensive Financial Planning service is aimed at providing client's the full spectrum of our financial planning expertise, but without the ongoing management of their investment portfolio. Those who are nearing retirement and have the majority of their investments in company plans, but still want to know if they are on the right track to achieve their goals throughout their lifetimes.
When you engage Pacific Crest Financial Advisors, LLC you hire a team of planning professionals with decades of financial planning experience. Our team approach provides multiple perspectives on each client's situation. The principals each review the data collection, the prepared client materials, and attend the client meetings.
The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of 20 difficult years. Historians will debate the lessons to be drawn from this tumultuous time for decades to come. For investors, however, a crucial investment lesson to be drawn is clear: In the past 20 years, amid the tumult and difficulties, broadly diversifying paid off, and quite convincingly at that!
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