Financial Solutions We Provide
We provide Financial Strategies to retire with confidence- Retirement Income and Protection Strategies.
Planning for maximum business valuation and marketability with a comprehensive analysis of company Financial Assets -Business Exit Planning and Planning Services.
Determining best way to manage retirement assets-Retirement Plan Rollover and IRA Strategies Advice with an eye towards reducing taxes.
Financial Planning - help you maximize all of your financial opportunities--lower debt expense, reduce taxes, prepare for future events and required income streams. ·
Insurance Services - assure that your risks in life are insured for so that an unforeseen event does not destroy your savings and financial plan.
Financial and Insurance Services
We provide families and businesses with solutions for Retirement Income Planning and Asset Protection. Our Strategic Partners provide best in class analysis to determine the right results for your particular needs. We have expertise in Business Exit Planning strategies to help marketability and value for your business
Our available platforms are TD Ameritrade and Charles Schwab Institutional.
Short description of how ETF work and why we include them in our model portfolios.
We provide peace of mind so you can enjoy your retirement free from financial concerns.
Seeing the Forest Through the Trees
Many people get lost trying to navigate the complex world of Financial and Retirement Planning. We make it easy by guiding or even controlling the process so you may realize the right outcome.
We recommend Money Management solutions and provide access to the best portfolio managers on Schwab and TD Ameritrade. These solutions are tailored to your specific needs, risk and timeframe. This strategy allows you to enjoy your busy and productive lifestyle without worrying about your portfolio while traveling, working or out on any adventure.
Retirement on your terms
Our comprehensive Financial Planning and best of breed Investment company strategic partners allow you to enjoy or retirement and provide a legacy you choose.
Fidelity is one of the primary investment companies we provide our clients.
Simple concise description of basic strategies. These have to be adjusted to include Alternatives and also be mindful of how low interest rates are currently.
Whether you are a young family that needs retirement, education and asset/income protection or a retired family in search of legacy planning we can provide the right solution for your needs.
Business Owners and Institutions can benefit from our Planning services including Retirement and Deferred Compensation or Executive Bonus plans to Buy/Sell Agreements and Employee Benefit plans.
Calm in the storm and helping to navigate whether it is smooth or rough sailing for your situation.
Paul Seglund CEO/Wealth Manager
We are located in Central Oregon and provide Financial Solutions for people throughout the Western US. To see how we can help or provide a portfolio review, contact us as we are ready to help reach your goals.
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Disclosures Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Neither Pacific Coast Wealth Builders nor Seglund Financial is affiliated with LifePro Asset Management, LLC. For registration information, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted. Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).