Jerry Slusiewicz , Registered Investment Advisor
Pacific Financial Planners

Financial Advice & Consulting

Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether managing your business, leisure activities, or spending time with your family.

Financial Planning for Individuals

You want to grow what you have but protection of capital is equally important.With PFP’s guidance, we structure a financial plan that allows you to achieve your most important goals. Using a proven tactical risk management approach, your plan will be implemented and guided by PFP to ensure capital preservation, long-term asset accumulation, and solid retirement income, depending on your needs.

Portfolio Management

The protection of your capital is equally as important as growing your investments. Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether managing your business, hobbies, or spending time with your family. With our guidance, we will structure a financial plan that allows you to achieve your most important goals. Using a prudent approach, your plan will be implemented and guided by us to ensure capital preservation and provide for long-term asset accumulation creating solid retirement income.

Financial Advice & Consulting

Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether managing your business, leisure activities, or spending time with your family.

Financial Planning for Individuals

You want to grow what you have but protection of capital is equally important.With PFP’s guidance, we structure a financial plan that allows you to achieve your most important goals. Using a proven tactical risk management approach, your plan will be implemented and guided by PFP to ensure capital preservation, long-term asset accumulation, and solid retirement income, depending on your needs.

Portfolio Management

The protection of your capital is equally as important as growing your investments. Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether managing your business, hobbies, or spending time with your family. With our guidance, we will structure a financial plan that allows you to achieve your most important goals. Using a prudent approach, your plan will be implemented and guided by us to ensure capital preservation and provide for long-term asset accumulation creating solid retirement income.

Investment Management & Advice

Whether you are a conservative or moderate styled investor, by using my unique “Defensive Investing Strategies,” Pacific Financial Planners is able to control costs, and more importantly manage risks, by properly diversifying your portfolio, accounting for your specific objectives and current investment outlook. We believe that it is far easier to preserve what you already have than to make up what you may have lost. Therefore, Pacific Financial Planners implements a unique sell discipline and stop-loss procedure to aid in further protection of your portfolio, while allowing for moderate, steady growth of your assets. Your financial security and peace of mind are our founding principles.

Wealth Management

Risk management

Pacific Financial Planners is able to control costs and more importantly risk, through use of proper diversification and positioning. We place a safety net on every position in your portfolio. We believe that it is far easier to preserve what you already have than to make up what you might have lost through a bad investment. Therefore, PFP employs a unique sell discipline, providing an exit strategy to aid in protecting your portfolio. This defensive approach allows for safe, steady growth and safe income from your investments. Your financial security and peace of mind are our founding principles.

Money Management

Our primary service is to meet your financial needs through professional money management. We use stocks, bonds, mutual funds, and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income seeking clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance, and long-term care.