Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Read our free 12 page report on our unique

Stop Loss Portfolios.

Our programs are designed to achieve maximum

return on your investments. From our proprietary Stop Loss

Portfolios to the revolutionary new 401k PlanPro, we have

the tools and knowledge needed for your success.

The 401k PlanPro

The 401kPlanPro is a personalized and comprehensive program designed to help investors make informed decisions with their company-sponsored retirement plans such as as 401(k), 403(b) and 457. The 401kPlanPro includes a unique Buyline® feature that offers quarterly buy/sell recommendations and more. It's quick, it's simple and helps you maintain complete control of your assets. Read our free report now for more information.

Gold & Silver

Are you considering diversifying your portfolio with gold and silver? Gold is arguably the most liquid monetary asset in the world. Owning gold and silver could help protect your wealth. Investors all over the world are looking for a safe place to put their money — gold and silver could be the answer. We are excited about this new offering and hope that you download the free report for more information.

A simple and effective approach.

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.

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CALL US FOR A FREE CONSULTATION      916-509-8371

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

Annuities 101

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 over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Read our free annuities 101 report designed to help you better understand annuities.

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SOLUTIONS

Social Security

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan. Download and read the free report.

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

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Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. Pacific Crest Wealth Management and VCM are independent of each other.