661-861-9791 • 661-861-9795 FAX
5401 Business Park South, STE 223
Bakersfield, CA 93309
Serving Our Clients is the Key to Our Business  

Understanding money - how it works, how to grow it better, and how to protect it from the vicissitudes of taxes, inflation, market fluctuation, hidden expenses, lawsuit and other eroding factors is what Living Balance Sheet® is all about.

Pacific Advisor’s staff are available to come to your meeting or place of business and host an informative financial planning seminar. They will explain how money really works, and what you and your employees need to do to make your financial goals a reality.

Fill in your contact information on the right or call Pacific Advisors to learn more about the Living Balance Sheet® or to schedule a speaker for your organization or business group.

You may also attend an in-person seminar or a live webinar for an overview.




©2019 Jeffrey M. Schwartz, All Rights Reserved

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This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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