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.

High Net Worth

High Net Worth

  • Estate Planning: Are you looking at different solutions to minimize the impact of “death taxes” against your estate?
    • We provide integrated life insurance solutions to help retain your lifestyle, while solving the dilemma of providing liquidity for your heirs to pay your estate’s death taxes, as opposed to having to sell off large portions of the inherited estate.
       
  • Sophisticated Life Insurance Solutions
    • We help explore tailored life insurance solutions, combined with gifting strategies requiring involvement with your Estate Attorneys and CPAs, and attempt to maximize your estate planning desires for children, grandchildren, non-profits, etc.
       
  • 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:
      • Tax advantages such as deferral of gains, write-offs for depreciation and expenses, and offsetting passive income.
      • Diversification in non-correlated asset classes
      • Capital appreciation
      • Current income
      • 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.
         
  • 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.