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Pacific Retirement Planning is a locally owned with registered representatives with Transamerica Financial Advisors. Since 1985, Dwight Declet has been helping business owners, school districts and their employees plan for retirement. In today’s volatile climate, careful planning and reliable service are more important than ever.
In addition to company or school sponsored plans, we also work with individuals who need to rollover their 401 (k) , 403 (b) or other plans. We can help you select investments for your IRA or ROTH-IRA and help you with the account through retirement.
If you have need for life insurance, long term care insurance or disability income plans, we are appointed with most of the major companies.
Employee Sponsored Retirement plans
If your company is considering starting a plan, we can help you select a plan and get it going. This includes plan design, investment selection and employee education. We also provide ongoing service, investment reviews and plan updates.
If your company has a plan, we can work as your representative in service and investment reviews. If you want to “shop around” and compare, we work with most of the major providers.
Individual Investors
If you have a retirement plan distribution, 401 (k) rollover or personal IRA/ROTH IRA, we can help you with your account. We would help you pick the investments that are appropriate with your goals and risk tolerance.
We also work with accounts that are not specified as retirement such inheritances or proceeds from a sale of a business or property.
Insurance
Life insurance, health insurance, disability and long term care insurance can be an important part of retirement planning. We will help you to evaluate your needs and select the right type of coverage. Proper planning can help you to get the best value for you and your family’s needs.
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New 403(b) Regulations
As of the January of 2009 NEW Regulations for 403 (b) has change. Limits have increased!!
More information Visit our 403(b) page, |
If you put $50.00 away each month 
With a 5% interest rate, at the end 20 years you would have $20,831.55.
Interest rates are subject to change. |
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Fun FACTS!!!
In the world of business…
On New Years Day in 1962, an executive at Decca Records was listening to a group audition. He later told the group’s manager, “We don’t like your boy’s sound.” The group? The Beatles.
In 1984, ABC had first shot at buying a new sit-com TV series. They turned it down because “the show lacked bite”. The show went to NBC with it’s creator in the starring role. The show? The Cosby Show.
Sometimes, taking risk can pay off! |
If you put $50.00 away each month. Then every year increase the deposit, by $10.00 each month.
With a 5% interest rate, at the end 20 years you would now have $53,757.74.
Interest rates are subject to change. |
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Securities offered through Transamerica Financial Advisors, Inc. A Registered Broker/Dealer and Investment Advisor Member FINRA and SIPC
Kempf & Co 8195 166th Ave NE Suite 100
Redmond, WA 98052
(425)-881-8573
This information is intended for use by residents of OR, WA, CA, CO, NM, TX, IA, FL. Securities related services may not be provided to individuals residing in any state not listed above.
