Hanford Area Workers
We’ve worked with hundreds of engineers, contractors, and skilled trade employees working at the Hanford Area. We are intimately familiar with your benefits, 401(k) and pension options...
Business owners have to eat too!
Your time is best spent running your business. Our job is to take the burden of financial planning off your shoulders, so you can be as productive as possible in your day-to-day work life.
Monthly Educational Workshops For You & Your Family
We make an educational difference! Base Camp is a monthly, open-house workshop that helps provide our clients with relevant information that is valuable to the successful completion of their financial plans.
Are You Prepared For Retirement?
Our retirement planning process helps make sure you have enough money to support what you want to do when it comes to your financial freedom.
We Adapt To Your Occupation
We work with many diverse occupations and employers, giving us the knowledge to build a comprehensive plan that fits your specific needs.

Business

Owners

Medical

Professionals

Hanford Area

Workers

Welcome!

todd-ham-2

Welcome to Pacific Crest Planning.

We provide comprehensive, holistic retirement and financial planning services to individuals and businesses.

We help people from all different walks of life and occupations, but have extensive experience and specialization in working with Hanford Area workers, business owners, and medical professionals. 

More

Our Mission

We are Devoted to Serving our Clients and Communities by Providing Clarity and Inspiring Confidence in their Financial Futures.

We Teach. We Coach. We Counsel.

More

Have Questions?

We can help you answer these questions:

  1. Can I afford to retire?
  2. How much income can I expect in retirement?
  3. Where will my income come from?
  4. What decisions will I need to make with my resources?
  5. What risks could impact my financial security?
  6. How do I manage those risks?
  7. How do I put it all together?
More

Riskalyze: Free Portfolio Risk Analysis

Riskalyze is a cutting edge technology that quantifies your acceptable level of risk with 96% accuracy. With Riskalyze, we can ensure that the risk in your portfolio aligns with your investment goals and expectations. Together we can take the guesswork out of your financial future.

Click the link below to start your free portfolio risk analysis or click here to learn more about the program.

Event Calendar

08
July
5:30 pm - 6:30 pm
05
August
12:00 am
02
September
5:30 pm - 6:30 pm
07
October
5:30 pm - 6:30 pm
View all events