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Planning Your Financial Future

Improving the lives of our clients through disciplined, common sense planning that delivers results.

Are You Retirement Ready?

At Pacific Capital Resource Group, Inc., we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.


We create strategies tailored to your goals.

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Years of experience have prepared us to guide you through your life transitions.

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We enjoy building trusted relationships that span generations.

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