The Pacific Financial GrouP

Firm Overview

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is a dynamic WealthTech innovator that blends three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.

The firm focuses on the group retirement space and was an early pioneer in the evolution of Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 plans. Strategy PLUS™ is the firms next gen investment platform that taps the intellectual capital of world-class investment managers to create a suite of over 40 model strategies built especially for retirement plan participants. A unique blend of choice, talent, and sophisticated modeling not found in traditional retirement plans.

The firm also offers Separately Managed Accounts, Core Retirement Optimization, and a Variable Annuity Program. TPFG technology affiliate RiskPro®, is an innovative risk profiling and portfolio construction system providing “always-on” risk monitoring for all TPFG model portfolios.

For more of the story, see www.tpfg.com.