Our Story
Pacific Financial Advisors, Inc. is an exclusive Financial Advisory firm that provides comprehensive financial planning, investment advisory services, and comprehensive estate planning* and reviews.
Our team is uniquely qualified to best design, implement, and maintain your individual financial goals. As Investment Adviser Representatives, Pacific Financial Advisors, Inc. and Pacific Financial Advisors' representatives are held to a fiduciary standard. That means we must provide objective financial advice that is in the best interest of our clients. It is our legal obligation. As fee based financial advisers, we operate independently and do not receive trading commissions for offering specific investment advice, so our recommendations are based solely on your needs. Our financial solutions are not limited to particular companies or product groups. Whether your needs span the entire spectrum of financial planning or just a few targeted areas, we provide customized solutions to best match your unique situation and financial goals.
Vision Statement
To be the foremost Retirement Planning Firm in Washington by enhancing our clients lives through empowerment, service, and family-oriented relationships.
Mission Statement
Pacific Financial Advisors provides insightful retirement planning strategies by concentrating on our clients 4 core retirement pillars: Tax, Estate, Income and Investments.
PUTTING YOUR INTERESTS FIRST
The Pacific Financial Advisor’s team is dedicated to establishing long-term relationships. To ensure this, we are committed to:
Always putting your best interests first
Acting with prudence; that is, with the skill, care, diligence and good judgement as professionals
Not misleading and always providing conspicuous, full and fair disclosure of all facts
Communicating clearly and forthrightly in all matters
Strategically discussing money issues - How do you want your money to work for you?
Providing financial solutions consistent with your core values and objectives
Communicating and meeting/exceeding mutual expectations
Avoiding conflicts of interest
Fully disclosing and fairly managing, in your favor, any unavoidable conflicts
We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
* Pacific Financial Advisors is not a licensed attorney.
Our Ethics
We operate by the highest fiduciary standards. We are legally obligated to act in your best interest and take this responsibility seriously.
At Pacific Financial Advisors/ we seek to be positive ethical role models by pursuing excellence in performing our duties, by being well informed and prepared, and by constantly endeavoring to increase our proficiency in all areas of responsibility. We strive to help our clients reach their personal and financial goals while practicing the following principles of ethical behavior:
Integrity: We will always commit ourselves to protect and promote the interests of our clients and will always conduct ourselves in a way that reflects well on our profession.
Honesty: We will be totally honest when explaining our education and business backgrounds, professional designations, and years of industry experience.
Trustworthiness: We will be completely truthful by not exaggerating the realistic returns or future value one can expect from any product, transaction, service, or investment that we may recommend.
Loyalty: We will always disclose the important features of a product, transaction, service, or investment and disclose potential risks that may negatively affect future performance or value.
Leadership: We will always consider both our client’s current and future needs to determine the proper suitability of any recommendations that we may make.
Respect for Others: We will respect the confidentiality of any information entrusted to us or obtained in the course of our business or professional activities.
Law Abiding: We will only use sales presentations and advertising materials, including product illustrations that are completely accurate and compliant with state and federal regulations.
Accountability: We will always provide our clients with copies of all required documents that relate to the product, transaction, service, or investment that we have recommended to them.
Establishing relationships based on honesty, trust, and integrity is of paramount importance, especially when dealing with financial matters. We are caring, compassionate, benevolent, and kind; we do not exercise power arbitrarily.