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.




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Smart Cities, sustainable cities

With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.