Name
The Pacific Financial Group
Description
The Pacific Financial Group was founded in 1984 on the principle that everyone should have access to quality independent investment advice and a comprehensive financial plan. Out of this core value, we have built a legacy of superior trust, performance, and service. While TPFG offers a range of investment solutions from Wealth Development to Wealth Management, we are best known for our 401(k) Pre-Retirement Solutions Program. This turnkey program is a participant-level solution that is now available in over 100,000 401k, 403(b) & 457 client accounts where you are not the rep of record on the plan. Without doing a ‘Rollover’ or an ‘in-service withdrawal’, plan participants now have access to a multi-manger platform that includes risk assessment/alignment as well as the value of advice from their trusted Investment Advisor Representative.
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