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
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.