Contact Us

We'd love to hear from you, and look forward to responding to your email.

660 G. St., Suite D
Jacksonville, OR 97530
United States

541.842.8430

Ashland Pacific prides itself on the ability to customize financial solutions to best fit the needs of our clients.  Regardless of your situation, we will work with you to provide a truly unique approach to Shepherding Your Wealth.

Approaching Retirement

Approaching Retirement  

  • As you consider retirement, exploring various insurance solutions may assist you in your new phase of life. 
    • Contact us to learn more.  
  • Alternative Long Term Care Solutions: Today you can leverage new riders in life insurance contracts that accelerate a portion of the death benefit if you are unable to perform two or more of the six activities of daily living. 
  • Incorporate Alternative Investments
    • Alternative Investments may provide unique advantages, and when used in conjunction with traditional asset classes, may help clients with their financial goals and objectives.  Some potential advantages could include:
      • Current income
      • Capital appreciation
      • Diversification in non-correlated asset classes
      • Tax advantages such as deferral of gains, write-offs for depreciation and expenses, and passive income offsetting
      • It should be noted that Alternative Investments also include risks, which may include, but are not limited to, loss of principal, lack of liquidity, adverse market conditions, fees, and conflicts of interest.
  • Maximize Pension Income
    • If you have a public or private pension waiting for you at retirement, you can explore incorporating life insurance solutions to help decide between the “Self only” or “Self + Spouse” pension payment options.
  • Tactical Management vs. Passive Management
    • A tactical management investment firm’s primary objective is actively managing a client’s investment portfolio.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice.

 

Ashland Pacific is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc. Member FINRA/SIPC.