About Us

Pacific Coast Business Consultant only offers solutions we believe will help solve our clients’ most important financial needs, at competitive prices, including:

Chartered Financial Consultant (ChFc) – Financial planning, tax planning, investing, estate planning, retirement planning

Certified Public Accountant (CPA) – Tax planning, audit and assurance services, bookkeeping, business management, forensic accounting

Personal Financial Specialist (PFS) – Financial planning, wealth management, estate planning, retirement planning, investing, insurance
Chartered Life Underwriter (CLU) – Life insurance, annuities, risk management.

Pacific Coast Business Consultant is essentially the same as a financial advisor. They often offer a number of services, with our financial advice being based on the client’s specific needs and goals.

In some cases, we have more financial planning experience than the typical financial advisor. Pacific Coast Business Consultant usually provide investment.

Pacific Coast Business Consultant or advisors offer clients a big picture analysis of their finances. They break down different aspects of a client’s financial life, including assets, expenses and income, and help them create a financial plan to reach different types of goals.

Through Pacific Coast Business Consultant™’ – an auto and homeowner’s insurance referral program with Answer Financial® Inc., – our clients get competitive quotes from top-rated insurers in 10 minutes or less. Answer Financial clients report saving average of $494 annually.

The Pacific Coast Business Consultant™ Legal Protection Program, offered through Pre-Paid Legal Services, Inc. dba LegalShield (“LegalShield”), connects clients with a qualified Provider Law Firm in their state who provides support and services for legal needs, including will preparation.

Millions of people experience identity fraud each year.4 IDTheftDefenseSM, offered by LegalShield, helps protect your identity, provides counseling and works to restore your identity should an identity theft event occur.

It’s never too early to start planning for the future and security of loved ones. The following resources address considerations related to planning your estate and provide more information about our services

In short, Pacific Coast Business Consultant offer personalized advice to help investors build wealth. They may offer financial planning, identify well-suited investments and guide insurance decisions. They often direct the buying and selling of investments, like stocks and bonds, on their clients’ behalf. we also sell financial products.

Pacific Coast Business Consultant usually meets with clients to assess their financial situation before they make any recommendations. Any time a client experiences a major life change (marriage, job change, retirement), they’ll likely request another meeting.

Pacific Coast Business Consultant also spend time marketing their businesses. We often travel and work outside normal business hours to accommodate their clients’ schedules.