Exchange Opportunities

Retirement Planning

Stocks
Mutual Funds
Bonds
Treasuries
Variable Annuities
REIT (Real Estate Investment Trust)
Oil and Gas Programs
Tax Credit Programs
ESOP (Employee Stock Ownership Plan)
Business Ventures

IRA (Individual Retirement Account)
IRA Rollovers
401(k) Plan
KEOGH Plan
SEP (Simplified Employee Pension Plan)
SIMPLE (Savings Incentive Match Plan for Employees of Small Employers)
Money Purchase Pension Plan
Profit Sharing Plan
Deferred Compensation Plan

Estate Planning

Insurance

Will
Trusts:
Marital, Family, Irrevocable & Revocable
Second to Die Insurance
Tax Planning ck Ownership Plan)
Business Ventures

Life Insurance
Health and Medical Insurance
Long-Term Care Insurance
Disability Insurance
Key-Man Insurance

Real Estate

Buy / Sell Agreements

§1031 Tenant-in-Common Exchange
(Available to accredited investors only.)
Investment Property

Funding Products Used:
Life Insurance, Disability Insurance,
Business Overhead, Business Owner
Buy-Out Insurance

Click Here to Download our Financial Management Questionnaire

If you would like to review Pacific West Financial Consultants, Inc.'s ADV Part II, please visit their website at www.pwfinancial.com.