Pacific Financial Group | Self Directed Brokerage Accounts

Grow Your Practice with In-Plan Advice.

SDBA management options for a wide range of investors.

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Engineered to Perform.

Diversified strategies powered by world-class partners.

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Every Life Journey is Unique.

The journey to financial success should be too.

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Advice Matters.

Well-informed, disciplined clients make better investment decisions.

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Wealth Development Solutions

Solutions to help investors restore the confidence needed to retire on-time and with enough money to live comfortably through retirement.

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Wealth Management Solutions

Comprehensive and customized investment programs for clients seeking the highest standards of care.

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RiskPro: Where WealthTech & RegTech Converge

Universal risk translator that clearly defines risk tolerance in terms every client can understand.

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The Pandemic has created a unique situation.

Stay current with INFLATION trends with the latest research from TPFG.

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Leading the Way in SDBA

A wealth management innovator and early pioneer in Self-Directed Brokerage Account Management (SDBA), providing a unique blend of model strategies and world-class investment managers to financial advisors and their retirement plan clients.

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Charting a Path to Success

Helpful Content

Curated articles, videos, and more for a more informed advisor and investor.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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