Pacific Legacy Wealth Partners

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Auburn, WA
Pacific Legacy Wealth Partners

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/08/2026

With kids home for the summer, it’s a great time to turn everyday moments into money lessons. ☀️

A simple DIY piggy bank, made from jars, shoeboxes, or containers,
can help kids learn the basics of saving in a fun, hands on way.

Let them decorate, set a goal, and watch their progress grow.
Small lessons today can build confident financial habits for tomorrow.

06/04/2026

Have you checked in on your financial plan this year?

A mid year review can help you rebalance, reassess risk, and make intentional adjustments, so your strategy stays aligned with what matters most to you.
📖 Explore why this mid year moment matters. https://www.pacificlegacywealthpartners.com/blog/the-importance-of-a-mid-year-financial-review

06/02/2026

Running a business means balancing today’s expenses with tomorrow’s future.
Whether you’re considering a SEP IRA, SIMPLE IRA, or 401(k), the right retirement plan can help you:
✔ Manage costs
✔ Support employees
✔ Maximize long-term savings

Pacific Legacy works with business owners to design retirement strategies that make sense—now and in the future.

🔗 Read the full article to get started.
https://www.pacificlegacywealthpartners.com/resource-center/retirement/choosing-a-retirement-plan-that-fits-your-business

06/01/2026

Washington Saves is a statewide mandate, but your business deserves local, personalized support as you navigate it.

Our team proudly serves Federal Way and the greater Pacific Northwest, and we’re committed to helping employers make informed decisions about their retirement plan options.

If you’d prefer a real advisor, not a call center, guiding your business through this transition, let’s connect.

👉 Learn more: PacificLegacyWP.com/Washington-Saves

05/29/2026

Today is 529 Day, a perfect time to think about education planning.

A 529 plan may offer tax advantaged savings, flexibility, and a meaningful way to support the next generation.

05/28/2026

For many families, education planning is also legacy planning.

From tax free growth to flexible beneficiary options, 529 plans may offer tools to support both goals.

Explore the benefits and limitations of 529 plans for affluent families.

👉 Read more: https://www.pacificlegacywealthpartners.com/blog/529-plans-explained-tax-benefits-and-legacy-strategies-for-families

05/27/2026

At the start of the 21st century (approximately 2002–2012), commodities broadly went through a massive investment cycle. Given the cycle drove run-ups in the price of most every commodity market, including both agricultural and non-agricultural commodities, this cycle is commonly referred to as a commodity “super-cycle.”
To read more: https://www.pacificlegacywealthpartners.com/blog/seeds-of-opportunity-the-case-for-agriculture-investments

05/26/2026

Strong. Capable. Rising.
Women are continuing to take charge of their financial futures, with confidence and clarity.
Explore our Women on the Rise resource to learn more.

https://www.pacificlegacywealthpartners.com/resource-center/retirement/women-on-the-rise

05/25/2026

The state-run IRA program coming in 2027 is simple, but it’s limited.

Your own retirement plan allows:
✔ Matching contributions
✔ Employer flexibility
✔ Higher savings opportunities
✔ A more competitive benefits package

If you'd like to explore alternatives to the state-run program, we’re here to make the process clear and straightforward.

👉 Learn more: PacificLegacyWP.com/Washington-Saves

05/21/2026

From maximizing retirement accounts to planning for taxes and withdrawals, retirement readiness takes more than one step.
Explore six practical strategies designed to help individuals with significant wealth plan more confidently for the years ahead.

👉 Read more: https://www.pacificlegacywealthpartners.com/blog/how-to-get-your-finances-retirementready-6-wealth-planning-strategies

Address

33930 Weyerhaeuser Way S Suite 200, Federal Way
Auburn, WA
98001

Telephone

+12535285285

Website

http://www.PacificLegacyWealthPartners.com/

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