Pacific Financial Strategies Inc

Pacific Financial Strategies Inc PACFS is a SEC registered investment advisor helping individuals, families, and small business owner Pacific Financial Strategies, Inc.

is a SEC registered investment advisor helping individuals, families, and small business owners identify and achieve their vision of the future, making retirement dreams come true. We strive to understand each client’s life situation, providing strategies, solutions, and services to maximize the growth, preservation and tax-efficient transfer of personal wealth. We are committed to maintaining the

highest standards of integrity and professionalism, seeking to provide our clients with excellent service. We look forward to working with you!

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
06/18/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Even if you’re young and single, you should still consider protecting yourself with insurance.
06/17/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
06/16/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/15/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

The key to healthcare in retirement might be a patchwork of different choices.
06/14/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Does your insurance cover you if you get into an accident with an uninsured driver?
06/13/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
06/12/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/11/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
06/10/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/09/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Address

223 E Thousand Oaks Boulevard, Ste 403
Thousand Oaks, CA
91360

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18189917794

Website

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