Fostering Client Relationships During the Holidays Thanksgiving is an excellent time for financial advisors to deepen their relationships with clients. The holiday provides a unique opportunity to express genuine appreciation for their trust and...

As we approach the close of 2025, the final quarter presents a golden window for proactive retirement planning. This is a time when clients are reflecting on their financial goals and seeking guidance to optimize their savings.

A Visionary Returns: Megan Meade Is Back at TPFG A familiar and trusted leader is returning to The Pacific Financial Group, Inc. (TPFG). We are thrilled to announce that Megan Meade, our founding Manager Member and former CEO, is back. Her return...

Transforming Paperwork into Progress In today's fast-paced financial landscape, efficiency and accuracy are crucial for advisors aiming to provide top-tier service to their clients. At The Pacific Financial Group (TPFG), we've met this challenge...

The Rise of Self-Directed Brokerage Accounts in 401(k) Plans Self-Directed Brokerage Accounts (SDBAs) are revolutionizing the landscape of 401(k) plans, providing participants with unprecedented control over their retirement investments. There are...

Discover the Transformative Benefits of GPS for Financial Advisors Revolutionizing Client Onboarding with GPS The Guided Paperwork Solution (GPS) by The Pacific Financial Group (TPFG) is a game-changer for financial advisors. Historically, the...

The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

References: [1] Vanguard Study (2025). [2] Schwab Study (2024). The Impact of Behavioral Coaching on 401(k) Savings Behavioral coaching is an often-underestimated aspect of financial advisory services that can significantly enhance 401(k) savings...

Understanding Self-Directed Brokerage Accounts (SDBA) A Self-Directed Brokerage Account (SDBA) is a flexible investment option within employer-sponsored retirement plans such as 401(k), 403(b), and 457 plans. Unlike traditional retirement plans that...