Pacific Capital Resource Group, Inc.

Planning Your Financial Future

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities for themselves, their business, or their family. They also take unnecessary risks and fail to adequately protect those things that are most important to them. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.

We help clients and their families achieve financial security and independence. We work with them to articulate the financial goals that are most important to them and help set a path for achieving those objectives, all the while seeking to protect and preserve the wealth they have accumulated.

Our clients range from professional athletes and small-business owners, to individuals and families of every age and background.  As a partner for the long haul, we get to know our clients as the unique individuals they are.  Our greatest satisfaction comes from knowing that we are making a difference in our clients’ lives.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

More Newsletters →