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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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.