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  • WHO WE ARE
    • Meet Our Team
    • Our Difference
    • Strategic Alliances
    • Where We Do Business
  • WHAT WE DO
    • Our Expertise
    • Our Approach
    • Who We Serve
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    • Income Tax Planning Strategies
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Our Approach

Tax Strategies

Am I optimizing strategies that help me be more tax efficient?

Insurance Planning

Will my family be taken care of and protected if unexpected life events happen?

Investment Planning

Are my assets properly diversified and in alignment with my objectives?


Retirement Planning

Will I be able to retire on time and continue my desired lifestyle?

Estate Planning

How can I ensure my legacy is intact and my estate is planned properly?

Cash Flow Planning

Will I run out of money in retirement? Have I budgeted properly for retirement?


Our 4 Step Process

We leverage a thorough planning process to ensure we address everything that’s important to you, along with a few components you may not have even considered yet. Our objective is to give you a comprehensive plan that marries your values, desires, and goals with practical financial decisions, ultimately leading you to experience your best life. This planning process is ideally suited for people with a minimum of $250K investable assets.

1

Discover & Determine

  • Review your goals, objectives, priorities, and current financial situation to clearly understand where you are now and where you want to go.

  • Use that information to determine exactly what you need and what it will cost.

  • Review our process and services with you so we can both determine if we’re a good fit for each other.

2

Assess & Organize

  • Examine all the details once you decide to move forward.

  • Assess your cash flow and tax implications, analyze risks, and generally organize your financial world.

  • Help you gain a clearer understanding of your net worth and create a comprehensive plan to help you accomplish your goals.

3

Deliver & Review

  • Review all our recommendations with you and ensure you feel comfortable moving forward.

  • Finalize your plan and begin working on the steps to implement it. 

  • Optimize your cash flow, ensure your investments are in line with your risk profile, and provide solutions for any gaps in your current strategies.

4

Serve & Support

  • Continue to help you implement the tax and wealth management strategies we discussed in step 3.

  • Offer ongoing advice and education and communicate regularly to ensure you have the support you need in every season.

  • Review and adjust your plan as needed to suit the fluid nature of your life.

Our Location

2020 Main Street, 10th Floor
Irvine, CA 92614
Get Directions

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Get in Touch

Phone: (949) 797-2445
pascalnguyen@pifsrp.com

Disclosure

Pascal Nguyen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0780932), FL, GA, IL, MD, MI, NJ, NV, NY, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Pascal Nguyen is licensed and authorized to offer insurance in California, but Pascal Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

Pascal Nguyen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2020 Main St Fl 10, Irvine, CA, 92614, 949-797-2445. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, MD, NE, NV, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Pascal Nguyen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, MD, NE, NV, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Pascal Nguyen is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Cidilea Mayumi Daikuhara Santos is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4055571), FL, and NV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Cidilea Mayumi Daikuhara Santos is licensed and authorized to offer insurance in California, but Pascal Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

Cidilea Mayumi Daikuhara Santos is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2020 Main St Fl 10, Irvine, CA, 92614. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cidilea Mayumi Daikuhara Santos is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, and FL. As such, these services are strictly intended for individuals residing in the states referenced.

Pascal Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Pascal Insurance & Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

LOCATION

2020 Main St Fl 10

Irvine, CA 92614

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CONTACT

(949) 797-2445
pascalnguyen@pifsrp.com
  • WHO WE ARE
    • Meet Our Team
    • Our Difference
    • Strategic Alliances
    • Where We Do Business
  • WHAT WE DO
    • Our Expertise
    • Our Approach
    • Who We Serve
  • RESOURCES
    • In the News
    • Lifetime of Hope
    • Income Tax Planning Strategies
    • Concepts and Strategies
    • Video Library
    • Navigator Newsletter
    • Charitable Corner
  • GET IN TOUCH
  • CLIENT LOGIN
    • Your Retirement Roadmap
    • New York Life
    • Eagle/NYLIFE
    • NYLI/ Mainstay Funds

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