Pacific Financial Concierge
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Who We Are
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Pacific Financial Concierge
Home
Who We Are
Contact Us
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  • Who We Are
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Pacific Financial Concierge

Pacific Financial ConciergePacific Financial ConciergePacific Financial Concierge

Because Your Money Matters...

Pacific Financial Concierge

Pacific Financial ConciergePacific Financial ConciergePacific Financial Concierge

Because Your Money Matters...

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 

Our Mission

We offer an independent, unbiased point of view. We are focused on client satisfaction through actual results and ongoing follow-up, one relationship at a time offering personal attention with utmost discretion and confidentiality. Whether it’s a specific project or ongoing maintenance and support, contact us for a no obligation initial consultation.

  • Who We Are
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Pacific Financial Concierge

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