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Services & Resources

Our firm is committed to providing the most comprehensive financial strategies for you, your loved ones, and your business.

Personal Strategies

  • Financial Organization
  • Financial Decision Prioritization
  • Multi-Generational Wealth Transfer
  • Future Tax Strategies
  • Estate Planning
  • Savings Rate Optimization
  • Savings Diversification
  • Insurance Optimization
  • Wealth Management, Accumulation, and Distribution
  • Retirement Planning
  • Debt Restructuring and Efficiency

Additional Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

Partner Strategies

  • Identify Fraud
  • Property and Casualty
  • Legal Work

Business Owner Strategies

  • Business Exit Planning Coordination
  • Future Tax Strategies
  • Tax Sheltering (Retirement Plan Optimization)
  • Financial Team Assembly and Coordination
  • Business Succession Planning

Employment Benefits

  • Corporate Education with Wealth StepsTM
  • Pension Design and Administration

Executive Benefits

  • Buy-Sell Agreements
  • Key Person Insurance
  • Split Dollar Arrangements


Strategic Partnerships

2 All firms listed are not affiliates or subsidiaries of PAS or Guardian. | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 4275 Executive Square Suite 800 La Jolla, CA 92037 619.684.6400. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc. a DBA of WestPac Wealth Partners, LLC | CA Insurance License #0I29680 | 2018-58671 exp 04/20 GUARDIAN® is a registered trademark of The Guardian Life Insurance Company of America®.

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