Advanced Planning

At Pacific United Financial, we understand the importance of having access to Advanced Planning Concepts as well as experts to assist  business owners during all stages of growth. Working with Pacific United Financial our team of Advisors,  Estate Attorneys and CPA's will give you access to the latest high level strategies to grow and protect your bottom line. 

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​Advanced Planning Concepts 

• Premium Finance

• 162 Bonus

• Estate Tax Planning

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our Advanced Business Owner Concepts:

• Permanent Benefit Section 79 Plan

• The Cash Balance Plan

• The Benefit Focus Plan

• Captive Insurance

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Charitable Concepts:

• The Charitable Lead Trust

• The Charitable Remainder Trust

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When dealing with Advanced Planning you 

will be working directly with our CEO