Pacific Legacy Wealth Partners

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United States
Auburn, WA
Pacific Legacy Wealth Partners

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/22/2026

Summer break + Savings Bingo = learning without the lectures 🎯

Turn saving into a game and help kids build smart money habits, one square at a time.

Check out our BINGO card below!

06/21/2026

This Father’s Day, we’re honoring Terri’s father, Tex, a CPA whose values and guidance helped shape not only her career, but the foundation of Pacific Legacy Wealth Partners.

His influence continues to inspire the way we serve our clients every day.

To all the fathers out there, thank you for the example you set and the impact you make.

Happy Father’s Day!

06/18/2026

Taxes. Retirement limits. Social Security updates.
2026 introduced several changes that could affect your financial picture.
A mid year review can help you stay proactive, informed, and prepared before year end.

📊 Take a look at what’s changed, and what to review now. https://www.pacificlegacywealthpartners.com/blog/do-these-2026-financial-updates-apply-to-you-what-to-review-before-yearen

06/17/2026

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature private companies have reopened the new-issue window. To read more: https://www.pacificlegacywealthpartners.com/blog/introducing-the-ipo-class-of-2026

06/16/2026

An estate strategy isn’t a “set it and forget it” decision.

Life changes, marriage, children, relocations, health shifts, or tax law updates, can all impact whether your plan still reflects your wishes. Yet many Americans still haven’t taken the first step.

At Pacific Legacy, we believe estate planning is about clarity, confidence, and caring for the people who matter most.

👉 Read more about when it may be time to review your estate strategy.
https://www.pacificlegacywealthpartners.com/resource-center/estate/how-often-should-you-update-your-estate-strategy

06/11/2026

Retirement planning can feel overwhelming, but it doesn’t have to be.

Understanding how investments and taxes interact can help you stay focused, consistent, and confident as you plan for the years ahead.
https://www.pacificlegacywealthpartners.com/blog/an-in-depth-guide-to-get-the-most-out-of-your-retirement-planning-and-tax-s

06/10/2026

Since the onset of the Iran conflict (through last Friday’s close), the U.S. Treasury curve has experienced a meaningful bear flattening with front end yields rising more than back-end yields. To read more: https://www.pacificlegacywealthpartners.com/blog/is-bad-news-already-priced-into-the-bond-market

06/08/2026

With kids home for the summer, it’s a great time to turn everyday moments into money lessons. ☀️

A simple DIY piggy bank, made from jars, shoeboxes, or containers,
can help kids learn the basics of saving in a fun, hands on way.

Let them decorate, set a goal, and watch their progress grow.
Small lessons today can build confident financial habits for tomorrow.

06/04/2026

Have you checked in on your financial plan this year?

A mid year review can help you rebalance, reassess risk, and make intentional adjustments, so your strategy stays aligned with what matters most to you.
📖 Explore why this mid year moment matters. https://www.pacificlegacywealthpartners.com/blog/the-importance-of-a-mid-year-financial-review

06/02/2026

Running a business means balancing today’s expenses with tomorrow’s future.
Whether you’re considering a SEP IRA, SIMPLE IRA, or 401(k), the right retirement plan can help you:
✔ Manage costs
✔ Support employees
✔ Maximize long-term savings

Pacific Legacy works with business owners to design retirement strategies that make sense—now and in the future.

🔗 Read the full article to get started.
https://www.pacificlegacywealthpartners.com/resource-center/retirement/choosing-a-retirement-plan-that-fits-your-business

Address

33930 Weyerhaeuser Way S Suite 200, Federal Way
Auburn, WA
98001

Telephone

+12535285285

Website

http://www.PacificLegacyWealthPartners.com/

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