Pacific Financial Strategies Inc

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Pacific Financial Strategies Inc PACFS is a SEC registered investment advisor helping individuals, families, and small business owner Pacific Financial Strategies, Inc.

is a SEC registered investment advisor helping individuals, families, and small business owners identify and achieve their vision of the future, making retirement dreams come true. We strive to understand each client’s life situation, providing strategies, solutions, and services to maximize the growth, preservation and tax-efficient transfer of personal wealth. We are committed to maintaining the highest standards of integrity and professionalism, seeking to provide our clients with excellent service. We look forward to working with you!

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
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Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

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U.S. Service Members should consider taking advantage of programs that are available.
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U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

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Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

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D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

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What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Have a kid heading off to college? Here are a few tips.
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Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

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There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
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Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Address

223 E Thousand Oaks Boulevard, Ste 403
Thousand Oaks, CA
91360

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18189917794

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