Services & Resources Our firm is committed to providing the most comprehensive financial strategies for you, your loved ones and your business. Personal StrategiesFinancial OrganizationFinancial Decision PrioritizationMulti-Generational Wealth TransferFuture Tax StrategiesEstate PlanningSavings Rate OptimizationSavings DiversificationInsurance OptimizationWealth Management, Accumulation, and DistributionRetirement PlanningDebt Restructuring and EfficiencyAdditional StrategiesDebt EliminationCollege FundingCharitable GivingPartner StrategiesIdentify FraudProperty and CasualtyLegal WorkBusiness Owner StrategiesBusiness Exit Planing CoordinationFuture Tax StrategiesTax Sheltering (Retirement Plan Optimization)Financial Team Assembly and CoordinationBusiness Succession PlanningEmployment BenefitsCorporate Education with Wealth StepsTMPension Design and AdministrationExecutive BenefitsBuy-Sell AgreementsKey Person InsuranceSplit Dollar Arrangements Resources2Strategic Partnerships2 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 | 2018-57671 exp 04/20 Subscribe to Our Newsletter Name Email Phone Question Thank you! Oops!