Our approach is simple, holistic and effective.

Analyze, assess, compare and customize an individual

tailored plan to reach your financial goals.

 

Life Insurance

Insurance is a key component of financial planning. Our licensed life insurance agents will help you decide the right type and coverage for your insurance policies. There are many life insurance policies available today that not only offer a death benefit when you pass but can be used to withdraw tax free income in retirement or pay for long term care.

 

Individual Retirement

Accounts (IRA)

IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. We have products from hundreds of providers to help you select the type of IRA that best fits your needs.

 

Savings and Cash on Hand

Emergencies and urgent circumstances may require access to additional funds. As part of our service, we  will analyze your individual, marital and family situation and advise you on the best cash management plan to maximize your investment dollars while maintaining sufficient cash on hand.

 

*Fees may apply. Not part of the underlying contract value, available in a lump sum or cash surrender, or part of the death benefit calculation used to Calculate Lifetime Income Payments. Guarantees based on the claims paying ability of the issuer. Certain fees and limitations may apply. May not be suitable for all investors.

A Proven and Tested Approach for Success.

By exploring your past, present, and future financial goals with a holistic approach, we are able to bring financial clarity and peace of mind to every client. Success is not off somewhere in the distance; it is a process that starts now with your individualized plan. Through constant communication and diligence, we are committed to finding out what is best for you today, tomorrow, a year from now, and in the far future.

CONTACT US HERE

CALL US FOR A FREE CONSULTATION      916-509-8371

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

SERVICES

Retirement Planning

We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.

 

Estate Planning

We will assist you in developing a comprehensive plan to pass your assets on to future generations.  We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents in an effort to maximize the value of your estate while reducing taxes and other expenses.

 

Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with numerous insurance carriers that provide many different types of annuities to help our clients reach their goals.

 

Stocks and Mutual Funds

Whether it is an income stock that provides a dividend or the purchase of common stock to hold and sell or pass on to a future generation, the right stocks or mutual funds may help you reach your financial objectives.

 

 

Creating sound financial solutions is what we do every day.

MEET NICK T. DALLY

Nick Dally is a local accomplished wealth advisor with over 26 years of experience in financial services.

He has dedicated his practice to clients in or near retirement since 1996. He takes great pride in helping his clients secure their financial futures and achieve their retirement dreams and goals.

Nick is a proud member of the National Ethics Bureau. He is an Investment Advisor Representative with investment advisory services provided by Blueprint Investments and Tax Planning, a CA registered investment advisory firm. He is also a licensed Life Insurance agent representing numerous carriers.

His focus is working with clients who want to protect their assets, increase or maintain income levels, and want to avoid common financial mistakes made by many retirees. His professional experience, background, and no pressure approach has allowed him the opportunity to work with hundreds of clients throughout California.

 

www.pacificcrestwm.com

CALL US FOR A FREE CONSULTATION      916-509-8371

9381 East Stockton Blvd., Suite 200 | Elk Grove, California 95624 | 916-509-8371

┬ęCOPYRIGHT 2015. PACIFIC CREST WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Investment Advisory Services offered through Blueprint Wealth Partners LLC a registered investment advisor in the state of California. Pacific Crest Wealth Management and Blueprint are independent of each other.