With Pacific Financial Group, you can expect a willingness to go beyond the ordinary to provide you with exceptional service.

We understand that although monetary matters can be routine, service to people should never be monotonous. This is why our team was handpicked. Each one grasps the vital idea behind our company — “people are more important than money”.

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A More Personal Approach to Financial Planning

No two retirements, portfolios, investment strategies, or education paths are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

Through our "Mapping your Financial Future" financial planning process, we help our clients identify their goals and then guide them on a path to pursue those goals.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

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Our Services

 

Financial Planning

Time is your greatest ally in growing your wealth, and the decisions you make along the way can significantly impact your financial well-being.
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Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
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Retirement Planning

Everything you do – from planning the education and designations you’d like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
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Our Team’s Difference

The strength of Pacific Financial Group rests in our team. As a team, we have combined our insights to produce a financial practice that aligns our clients with their goals. Each of our team members is an experienced adviser that is sympathetic to people. We understand that although monetary matters can be routine, service to people should never be monotonous. This is why our team was handpicked. Each one grasps the vital idea behind our company — “people are more important than money”.

With Pacific Financial Group, you can expect a willingness to go beyond the ordinary to provide you with exceptional service.

Meet Our Team

Our Team

David Simpson CFP®, ChFC®

Certified Financial Planner
Chartered Financial Consultant
LPL Financial Advisor
Life Insurance Agent
IRS Enrolled Agent

We bring integrity and objectivity into your investment decisions and guide you in obtaining your desired results.

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We go beyond the ordinary to provide you with exceptional service.