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The Climb to Retirement Goes Further With a Guide

The Climb to Retirement Goes Further With a Guide

The decisions that shape your future deserve to be explained in language you can actually follow, not buried in jargon. We work alongside you to make those decisions clear, so what your money is doing always makes sense to the person it belongs to.

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What We Do: Building For Your Future

What We Do: Building For Your Future

Turning a lifetime of savings into a retirement that works is a different problem than building those savings in the first place, and it rarely gets solved by leading with an investment product. We start by building a plan that maps your whole financial picture, then let every investment decision follow from what that plan tells us. The result is money managed for a reason you can point to, rather than a portfolio assembled in the dark.

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Who We Help: Those Looking to Map Their Course

The people we work with arrive from very different circumstances, yet they are usually thinking about the same chapter of life ahead.

Individuals and Families Nearing or in Retirement

Individuals and Families Nearing or in Retirement

In their forties through seventies, with a career's savings behind them and big decisions ahead.

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People With Retirement Savings at a Former Employer

People With Retirement Savings at a Former Employer

Holding accounts left behind after a job change, ready to be folded into one clear strategy.

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McMaster-Carr Employees and Retirees

McMaster-Carr Employees and Retirees

A specialty of Ryan's, who knows the company's retirement plan inside and out.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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How We Help: Solutions That Stay With You

Retirement plays out as a long series of decisions that keep shifting as your life does. Helping with all of it takes more than one kind of support.

Complimentary Financial Planning

A full look at your finances and a roadmap toward your goals, built together and provided at no charge to you.

Retirement Planning 

Strategies to grow what you are setting aside during your working years, so the retirement you want stays within reach.

Retirement Income and Distribution Planning

A method for spending your savings at a sustainable rate, turning your nest egg into lasting income.

Investment Management

Portfolios shaped around your plan rather than the market's mood, including help consolidating accounts left behind at former employers.

Market Volatility Guidance

A steady read on what a downturn actually means for your goals, so a rough market does not derail long-term progress.

Ongoing Monitoring

Regular checks on both how your investments are performing and whether your plan is still on track to accomplish your goals.

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Who We Are: Seasoned Advisors, Close to Home

Pacific Summit was started in coastal Southern California by two advisors who each spent more than two decades learning their craft before opening their own door. We work closely enough with the people we serve to know them by name and by what matters to them, and many have stayed with us across job changes, market swings, and whole chapters of life.

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Our Process: Clear Footing at Every Step

The whole point of moving through these steps in order is that no advice ever reaches you before we understand the life it is meant to serve.

STEP

1

Getting to Know You

We begin by learning your goals, your timeline, and the assets and obligations you are working with.

STEP

2

Gathering the Details

Next, we collect the numbers that are important, from income and expenses to pensions, Social Security, and account statements.

STEP

3

Presenting the Plan

You see a clear snapshot of where you stand, tested against your goals, with course corrections where needed.

STEP

4

Putting It to Work

We put the plan into action, handling rollovers and allocations, and stay with you through every market that follows

Start the Conversation: Your First Step Costs Nothing

Whenever you are ready, the first conversation is yours at no cost and with nothing owed afterward, a chance to see what a full plan could show you. Reach out to set up a meeting and we will move forward from there at whatever pace suits you.

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