Home : 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

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

More Newsletters →