Some clients consider charitable giving when they reach a point at which their financial needs and those of their beneficiaries have been met. Others begin thinking about preserving their legacy and ensuring their heirs are responsible stewards for future generations.
Pacific Wealth Management® understands these interests and assists wealthy individuals in the legacy planning and charitable giving process. We view our role as that of a “financial quarterback,” working with other advisers to ensure this charitable intent and/or legacy planning is carried out in a way that meets each client’s goals and objectives. As a comprehensive legacy planning and charitable giving resource, we help clients give back to their community in ways they desire.