Pacific Financial Concierge

What We Offer

Pacific Financial Concierge provides consulting services, cost evaluation,money saving alternatives and expense control solutions.

• Are you stressed with the “business” of running your household?
• Do you need to establish a practical system for your office?
• Are you frustrated with the process of managing health insurance claims and deductibles?
• Tired of trying to track down insurance reimbursements?
• Have you been meaning to shop your insurance or other consumer services?
• Are you overwhelmed with caring for aging parents and small children?
• Are you recently retired, widowed or divorced and need help with the transition?
• Does your financial “to-do” list have the same items as it did yesterday?
• You have met with your Financial Planner, but what good is a financial plan if you don't know where to start?

If these are your challenges, let us be your personal financial assistant
to simplify your life and reclaim valuable time and money.

Focus areas include:

• Credit Card and Banking Fees
• Investment Account Expenses
• Home/Auto/Health Insurance Costs
• Health Care Reimbursements
• Maximizing Flexible Spending Accounts/Dependent Care Reimbursements
• Auto Lease-End Negotiation
• Personal Expense Planning/ Bill Pay Automation
• Home/Business Office Organization
• Event Planning/Coordination
• Budget Oversight
• Financial Plan Implementation

Pacific Financial Concierge

Pacific Financial Concierge

What We Offer

Our Mission