Pacific Fianancial Services

Pacific Financial Planners is a full-service financial firm that helps retirees and pre-retirees preserve savings, build reliable retirement income, and plan with confidence. Its services include retirement planning, Social Security maximization, estate and tax planning, rollover IRAs, and income-focused investing, coordinated through a step-by-step planning process called the S.A.F.E.R. Money System.

New clients can start with a free consultation, and the firm also offers a complimentary educational video series on key retirement risks. The office is at Town Center Drive in Laguna Niguel, and the firm describes itself as an independent registered investment advisor serving the California area.