Working in partnership toward your financial success.
Welcome to Pacific Wealth Management, where we believe that financial planning is the cornerstone of a secure future. With decades of experience in the industry, our team is dedicated to providing expert financial guidance and personalized service to each of our clients. Our mission is to help you navigate the complexities of financial planning with integrity and trust, ensuring that you are well-prepared for whatever the future holds.
Pacific Wealth Management
Working in partnership toward your financial success.
We understand that financial planning can seem overwhelming. Are you feeling frustrated and unsure about your financial future? We will take the time to explain complex financial concepts in simple understandable terms. By doing so, we empower you to make informed decisions about your financial health.
Whether it’s investment planning, tax and estate planning, insurance protection, or cash flow analysis, we are here to provide solutions that improve your financial position and help you achieve your aspirations. With our expertise and client-focused approach, we aim to transform your financial challenges into opportunities for growth and security.
Retirement Planning
Secure your future with personalized strategies, ensuring steady income and peace of mind throughout your retirement years.
Estate Planning
Protect your legacy with comprehensive estate planning, ensuring your assets are efficiently transferred to your loved ones.
Financial Planning
Achieve your goals with tailored planning, covering investments, tax strategies, and retirement solutions for a prosperous future.
Insurance Planning
Secure your future with personalized insurance strategies, providing protection and peace of mind for you and your loved ones through life’s many twists and turns.
Investments
Maximize your wealth with well-researched, strategically selected investments that align
with your risk tolerance and financial goals.
Working in partnership toward your financial success.
Lyle Feeney, CFP®, RRC®
CERTIFIED FINANCIAL PLANNER® Professional
Michael Feeney, CFP®
CERTIFIED FINANCIAL PLANNER® Professional
Jennifer Daffurn, RRC®
Registered Retirement Consultant®
Jaclyn Peek
Administrator
