|  
Select Informational Websites
DISCLOSURE: Links to external web sites and third party documents are provided for your convenience and do not constitute a solicitation of specific investment products. Pacific Wealth Advisors, LLC does not endorse, verify or attest to the accuracy of the content of the web sites or documents that are linked and accepts no responsibility for their use or content. See Terms of Use for further information. Contact us or your financial advisor to discuss your specific financial situation.
Education / College Savings 
  Smart Saving for College
  An Introduction to 529 Plans
  The Best 529 College-Savings Plans
  Introduction to Coverdell Education Savings Accounts
Retirement
  Planning for Retirement
  General Retirement
  Social Security Benefits
  Individual Retirement Accounts (IRAs)
  FAQs about IRAs
  401k Education
  Planning for Retirement
 Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance
  General Insurance Information
 Annuities
  Variable Annuities – Beyond the Hard Sell
  Variable Annuities: What You Should Know
  Variable Annuities Facts
Is a Variable Annuity Right for You?
Benefits and Risks
 Trusts and Estate Planning
  Estate Planning Overview
Guide to Wills and Estates
  Estate Planning Guidelines
 Employee Stock Options
  Employee Stock Option Basics
Financial Planning Strategies
  Employee Stock Options Overview
 Debt Management
  Credit Education
  Free Annual Credit Report
  Comparison of Credit Reporting Services
  Mortgage Basics; Lending Rates
 Expense Management & Budgeting
  Budgeting Overview
  Making a Budget
 Identity Theft
  Identity Theft and Fraud
  Fighting Back Against Identity Theft
  Comparison of Theft Protection Services  
 Government Organizations
  Tax Information & Forms
  Treasury Information
 Investing & Research
  Morningstar
  Barrons
  Zacks Investor Service
DISCLOSURE: Links to external web sites and third party documents are provided for your convenience and do not constitute a solicitation of specific investment products. Pacific Wealth Advisors, LLC does not endorse, verify or attest to the accuracy of the content of the web sites or documents that are linked and accepts no responsibility for their use or content. See Terms of Use for further information. Contact us or your financial advisor to discuss your specific financial situation.

Pacific Wealth Advisors, LLC
2391 The Alameda, Suite 200
Santa Clara, CA  95050
Phone (650) 353-4702 |  Fax (650) 433-5404

Securities and Advisory Services offered through LPL Financial.  Member FINRA/ SIPC 

Information provided on this website is solely intended for the use of individuals residing in the states listed. No information provided on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, insurance product, advisory product or service, or other financial product or service. Pacific Wealth Advisors, LLC, its Investment Advisor Representatives, or the Registered Representatives or Investment Advisor Representatives with LPL Financial whose identities and association with Pacific Wealth Advisors, LLC are disclosed herein may only discuss securities and advisory services or transact business with persons who are residents of the states listed below or states where the Investment Advisor Representative is excluded or exempt from registration. Current states of registration are: AZ, CA, CO, FL, HI, IL, NM, NV, OH, OR, SD, TX, WA, WI.  Consulting services offered through Pacific Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.  Investment Advisory services offered through LPL Financial.

Our Team members of Pacific Wealth Advisors may be Registered Representatives and/or Investment Advisor Representatives (IARs) with LPL Financial.  In such capacity as IAR, the IAR may offer advisory accounts through LPL Financial, the details of which are fully described in LPL's Form ADV or relevant schedules.  Financial Planning clients are under no obligation to use PWA or its IARs, or the IARs of LPL Financial, to implement advisory recommendations.  

If your state of residence in not listed herein, Pacific Wealth Advisors, LLC, its IARs, or the IARs with LPL Financial associated with Pacific Wealth Advisors, LLC may be excluded or exempt from registration in your state and may conduct business upon registering. To check on excluded or exempt status, please email contact@pacwealthadvisors.com for specific information. As additional assistance, you can locate an LPL financial representative in your state by accessing www.lpl.com.