Estate planning strategies and wealth transfer are extremely detailed areas spanning tax planning, estate analysis and more. We strive to make sure our clients’ assets are not lost to unnecessary income or estate taxes, and that their families receive the maximum benefits possible when wealth is transferred. Through meticulous attention to detail and our vast industry knowledge, our clients and their families receive a thorough estate planning strategy.*

Our estate planning strategies and wealth transfer services include:

  • Tax Saving Strategies
  • Pension Rescue Strategies
  • Gifting Strategies
  • Annuity Maximization
  • Charitable Ideas / Planning
  • Estate Analysis
  • Asset Leveraging Strategies
  • Asset Accumulation Strategies


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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