Pacific Capital Resource Group, Inc. Bellevue, WA

It is my pleasure to introduce you to Pacific Capital Resource Group, Inc.  Our objective is to help you, your family and your business prepare for a secure financial future.  To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives.

Pacific Capital Resource Group, Inc. is a relationship-based financial services firm serving the needs of individuals, business owners, professionals, and their families.  Our advisors have access to a network of professionals including Certified Financial Planners, Chartered Financial Consultants, attorneys, CPAs, trust officers, actuaries and a broker/dealer.

We help you identify your current financial situation, determine your future financial objectives, and then implement a program to help you achieve those objectives.  When appropriate, we will work together with your other financial professionals.

We take the commitments we make to our clients seriously, and we are dedicated to providing you quality products and services.  Toward that end, each of our associates receives ongoing training and education in insurance, investments, business, retirement and estate planning.

Pacific Capital is a group of experienced professionals who manage the assets and guide the financial lives of thousands of clients through the Pacific Northwest.  We welcome the opportunity to work with you.

Thank you,

Kurt D. Jonson, CLU®, ChFC®, CFP®
President
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

More Newsletters →