Pacific Financial Strategies Inc

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!

Test your estate strategy knowledge with this short quiz.
09/08/2026

Test your estate strategy knowledge with this short quiz.

Please do not respond to this email as that email is not monitored. For any questions or concerns, please email [email protected] Thank you!

Take the time to think about these three things when shopping for your next vehicle.
09/07/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

When was the last time you looked at the content of your portfolio? Steps to consider here.
09/06/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Check out this video on taxes.
09/05/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
09/04/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Please do not respond to this email as that email is not monitored. For any questions or concerns, please email [email protected] Thank you!

Buying a home may be your largest financial commitment. Which loan is best for your situation?
09/03/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
09/02/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Do you know the risk factors that can lead to cognitive decline?
09/01/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/31/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Please do not respond to this email as that email is not monitored. For any questions or concerns, please email [email protected] Thank you!

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

Website

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