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.

Recently Retired

Recently Retired

  • Independent Analysis of Investment Portfolio
    • If you have recently retired, it’s a perfect time to get an Independent Third Party Review on your current retirement plan in an effort to make sure your retirement plan accurately reflects the next stage of your retired life.
       
  • 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 passive income offsetting
      • 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.
         
  • 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. 
       
  • Tactical Management vs. Passive Management
    • A tactical management investment firm’s primary objective is actively managing a client’s investment portfolio.

 

 

 

 

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