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Pacific Advisors, LLC
Phil Singleton

5080 N 40th St Suite 400, Phoenix, AZ 85018

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About the company

Phil is committed to creating a first-class financial services experience with our firm to address the estate planning goals of individuals, families, and businesses.

We have a team of Financial Representatives and Specialists known for their integrity and professionalism. The firm has grown and evolved, but still exemplifies the same values the founder revered more than five decades ago.

Phil’s Specialties:

  • Executive Benefits
  • Premium Financing Insurance
  • Qualified and Non-Qualified Retirement
  • 401(k), 412(i), 412(e)(3)
  • IRA
  • Roth IRA
  • Buy/ Sell Agreements
  • Key Person Insurance
  • Disability Buy/Out
  • Mutual Funds

Services

Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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