From left, Kathy Wester (Chamber of Commerce ambassador), Eric Warkentine, Jennifer Caldwell, Todd Wilson, Shawn Webb, Priscilla Morales, Mayor Phil Bandy and Becky Fowers (Chamber ambassador)
Pacific Crest: 'Helping you to create financial peace of mind'
EAGLE - Now more than ever, you need professional and competent help in the areas of investment planning, risk management and asset protection, employer/employee benefits and estate planning.
Pacific Crest, with over a decade of success in focusing on clients as individuals, has opened a new office in Eagle at 450 W. State Street, suite 215, in the Guho Building across from the Bosanka Village west of downtown, phone 938-4197.
“Pacific Crest helps individuals and businesses design a financial planning strategy to help meet their goals and objectives,” said Principal/CEO Shawn Webb, “From simple to the complex, we use several tools to shape a plan based on client needs:
- Individual/joint/trust investment accounts
- Roth/traditional IRAs
- 401k/SEP/Simple/Pension plans
- College savings/529 plans
- Fixed and variable annuities
- Alternative investments
In the area of risk management and asset protection, Pacific Crest designs plans to help clients reduce or eliminate financial pitfalls in these insurances: life and disability, property and casualty, long-term care, individual and business/commercial. The company also offers complete employer/employee benefit solutions for all size businesses including the following: employee-sponsored, defined contribution/benefit, group insurance and executive bonus/key person insurance. In estate planning, 'We understand the importance of protecting family legacies for future generations, as well as charitable and philanthropic desires,' Webb said. Pacific Crest offers estate planning assistance in these areas:
- Premium financing/life insurance planning
- Charitable annuities
- Stretch IRAs
Call for an appointment or for more information, visit the web site www.pcwmofeagle.com