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.

Business Owner

Business OwneR

  • Buy/Sell: You are a partner with one or more other partners, but you do not have a viable exit strategy to redeem ownership shares.
    • Consider an affordable funding vehicle to help transfer ownership shares due to death, disability or retirement through a properly structured life insurance product.
       
  • Key Man: You have an employee (owner, executive, manager, etc.) who is critical to your company’s success, and that person’s inability to work due to a death or disability would create an economic hardship on your business.
    • Consider an infusion of a death benefit (generally free from Federal income tax) to help weather the loss of productivity/revenue due to an unexpected death or disability of an owner, partner or key employee as the result of having a Key Man life insurance policy in-place.
       
  • Alternative Retirement Strategies: You already have a 401k or IRA, but want to invest more than the allotted annual maximum, or prefer a vehicle that doesn’t have as many restrictions to access your investment.
    • Consider a properly structured cash value life insurance policy to supplement your current 401ks/IRAs, without the same contribution or access restrictions.
       
  • Executive Retention Plans: Do you want to invest in the growth and continuation of your business to key employees, without the fear of them leaving prematurely?
    • You can help retain a valuable employee to a long-term employment commitment by entering into a mutually beneficial contractual agreement by incorporating a cash value life insurance policy.

 

 

 

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