PRESIDENT / CEO OF PACIFIC EMPIRE FINANCIAL
Pacific Empire Financial was founded by Daniel W Crosby. Daniel has worked in the financial services industry for over 35 years. During this time he has been a financial advisor for some of the largest firms on Wall Street; e.g., Merrill Lynch, and Fidelity Investments, where he spent eleven years as a Senior Advisor. Insurance services are offered by Daniel Crosby who is a licensed insurance agent
Pacific Empire Financial is dedicated to bringing individuals and families the latest and most innovative concepts in the area of retirement counseling, insurance, and financial planning. Our mission is to help families create a plan to preserve and protect their hard-earned money fom the effects of inflation, taxation and market risk; and to transfer those assets to loved ones upon their passing without the cost and delays associated with legal or governmental intervention.
Estate Planning involves the coordinated efforts of three professional disciplines: legal, tax, and financial planning in order to maximize the goal of asset protection and wealth transfer. An estate plan may not be complete unless the services of a licensed attorney, a certified tax authority, and a qualified financial professional are employed. The elimination of any one of these professional disciplines may result in a plan that could fall short in addressing the numerous concerns involved in estate planning. At Pacific Empire Financial, we have developed strategic alliances with expert tax strategists and estate planning attorneys to complement the efforts of our financial services company.
Your current needs may include something as basic as trying to maximize retirement income with no risk to principal or reducing taxes on current investments. You may be looking for alternative ways to prepare for the burden of long-term care expenses or need tax consulting. You may need a simple will or a trust. Whatever the need, through our association of qualified independent professionals, we can help coordinate a plan that can accomplish the goals set by you and your family.
Our relationship with our clients begins with a free-no-obligation consultation. The purpose of this initial meeting is to address concerns and issues you may have in your existing financial and retirement plan.