Consult First. Implement Only If It Makes Sense.
Pacific Advisory Group is the consulting arm of a family of companies. We start by understanding your situation and reviewing what you have. We then design a strategy, and only if it calls for insurance, investment management, or retirement plan services do we bring in the right affiliate to carry it out.
Consult. Decide. Implement.
- 01
Consult
We review your structure, documents, benefits, and finances and identify gaps, risks, and opportunities.
- 02
Decide
We present clear options and tradeoffs. The decision is yours, and you are free to use any provider to implement it.
- 03
Implement
Where it makes sense, our affiliates carry out the plan. Insurance is placed through Pacific Risk Management Group, and investment management and retirement plan services are provided through The Pacific Group.
Our Family of Companies
| Company | What it does | How it is paid |
|---|---|---|
| Pacific Advisory Group, LLC (PAG) | Consulting, review, and transaction services | Paid directly by clients for consulting, review, and transaction work |
| Pacific Risk Management Group (PRMG) | Insurance: group health, life, disability, and related programs | Insurance compensation, such as commissions |
| Pacific Advisory Capital Group, LLC, dba The Pacific Group (TPG) | Registered investment adviser: investment management, retirement plans, and accounts | Advisory fees |
Clear About How We’re Paid
PAG is paid directly by clients for consulting, review, and transaction services. PAG does not receive referral fees or commissions from its affiliates.
Pacific Risk Management Group and The Pacific Group are separate companies under common ownership and are compensated only for their own products and services, such as insurance commissions or advisory fees.
Because the companies share an owner, we may benefit when you choose to use them. You are never required to, and you are free to use any other provider for implementation.
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.