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We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
Can your portfolio handle the
stress of retirement?
Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.
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We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.
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At Pacific Excel Wealth Advisors, helping you meet your financial needs is our FIRST priority.
Contact us at firstname.lastname@example.org or call us at (510) 217-8125 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.