MassMutual Greater Pacific

Navigating the complexities in our financial system can be daunting. Building a solid financial team around you and your family is of upmost importance, yet it can be challenging at the same time.
We believe placing the client's best interest first and creating unique and personalized strategies to meet their needs are the cornerstones to success.
We accomplish this by:
- Helping our clients understand their current situation and formulating goals that are achievable and will put them on a path to success. "What do you want to accomplish?" How do you envision living the "good life?"
- Tapping into the deep resources within our team and advanced technology to create a road map and a series of "what if" scenarios. "How long will my money last?" "How will taxes affect my overall plan?" "Will my family be safe financially should something happen to me?"
- Action - none of this matters unless we act on our intentions. We work with our client to implement the plan and see it through to completion.
- Relationship- building a long-lasting partnership with our clients ensures that once the plan is implemented it is consistently reviewed and changed if needed. Life changes, and so will your plan, you need a solid team to navigate this landscape.
Trust is paramount to a client-advisor relationship. We look forward to the opportunity to earn your trust and help you achieve financial success!
View our Client Relationship Summary
Newsletters
-
Preparing for a Natural Disaster
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
-
Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
-
Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
-
HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.