Let us help you plan for the future

We are devoted to providing clarity and creating confidence in our clients' financial futures.

How we help you

We help individuals, families, and businesses from all walks of life. We have specialized experience working with:

  • Hanford Area Workers
  • Federal and State Employees
  • National Lab Employees
  • Business Owners

We understand your unique financial situation and benefits. We can help you create a comprehensive financial plan that integrates all of your financial resources to create a clear, confident, and secure retirement. Contact us today to schedule a meeting.

Pacific Crest Planning Team - Mission & Values

Our mission - We are devoted to serving our clients and communities by providing clarity and inspiring confidence in their financial futures.

Our core values

  • Client-centered - Your life and needs are at the heart of everything we do. We take our duty to you seriously.
  • Education - We help you make better financial decisions by providing credible information through our educational programs.
  • Approachable - We are authentic, friendly, and non-judgmental. We are committed to creating an environment you feel comfortable in. We treat you with the respect you deserve.
  • Common sense - We give advice that you can understand. We help you understand and embrace your financial plan using language and terms that make sense to you.
  • Collaborative - Our entire team works for you. We work with other important professionals in the community to make sure you get the advice you need from qualified experts.
  • Excellence - We strive to be the best advisors we can be for you. We are committed to practicing at the highest level of our profession for your benefit.

 

 

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.