Deferred Compensation (457) and 401(a) Options

Like most brokerage firms (Schwab, Smith Barney, etc.), Pacific Financial Designs have professionally managed accounts. We are in a unique position to offer our clients institutional investment accounts. Our access to Wilshire Institutional money managers provides low fee, established portfolios used by major pension programs and some foreign countries. In addition to these programs we offer IRAs that guarantee your balance with no management fees.


Or contact:

Robert Jagus


Pacific Financial Designs, Inc. offers a full range of financial and insurance products for individuals and group clients.  We are committed to providing education on all aspects of the planning process that inevitably leads to prudent and meaningful decisions. Our office brings vast experience in the area of identifying, qualifying, and quantifying our clients’ objectives while consistently monitoring and evaluating the results.  Our success is measured in terms of our clients reaching their objectives.

As an AHPA member, have you wondered…

*What benefits am I eligible for?

*Life Insurance?

*Travel Assistance?

*LifeLock Identity Protection?

*Long Term Care Insurance?

*Cancer Insurance?

*What benefits am I enrolled in?

*Who are my beneficiaries?

*Am I on track for retirement?

For more information:


Or contact:

Robert Jagus

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