Welcome to Pacific Capital Resource Group, Inc.
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.
Kurt D. Jonson, CLU®, ChFC®, CFP®