SERVICES
WEALTH MANAGEMENT
Our financial counselors provide, sound professional advice based on years
of experience and proven financial principles. We’ll help you plan
for retirement years and the college education of your children and grandchildren.
We tailor your investment plan to meet your unique goals using a wide
variety of financial products including stocks, bonds, mutual funds and
insurance products. All of our financial counselors are licensed under
U.S. and Guam law. Asia Pacific is a member of the Financial Industry
Regulatory Authority (FINRA) and the Securities Investor Protection Corporation
(SIPC). We work with Raymond James & Associates of Petersburg, FL, (NYSE: RJF) a member of New York Stock Exchange and other major U.S. Exchanges. Contact us today for a no-obligation meeting with
the Asia Pacific financial management team.
RETIREMENT PLANNING
Sound advice from the experienced financial advisors at Asia Pacific brings
peace of mind in planning for the future. We’ll show you how to
maximize and protect your retirement savings. You’ll see your retirement
funds grow with tax-deferred contributions while still having the flexibility
you need for emergencies. Look forward to your retirement with confidence
and the satisfaction of knowing you’ll be able to maintain your
standard of living, your health and your independence. If you’d
like to learn more about your options for retirement planning, contact
us today for a no-obligation meeting with a retirement specialists. (More
for Employers) (More for School Employees)
RETIREMENT PLANNING FOR EMPLOYEES OF SCHOOLS/NON PROFITS (403B)
If you’re an employee of a school or nonprofit organization, you’re
eligible to open a 403b Retirement Savings Plan. Payroll deductions are
painless, but your contributions grow quickly and the money you contribute
from your salary always belongs to you. You have complete flexibility as
to how much to save and whether to save pre-tax or after-tax dollars. Contact
us today for advice about setting up your plan. There is no additional
fee or cost to you for setting up your 403b Retirement Savings Plan with
help from the Asia Pacific management team.
COLLEGE
SAVINGS PLANS
It’s never too early—or too late—to make a very special
contribution to the children you love. Parents, grandparents and families
can set up a College Savings Plans (529) that allows you to control how
the account is used to pay for the expenses of higher education including
tuition, books, fees, room and board on Guam and the U.S. mainland. Your
savings will grow faster because they are tax free. If you like to have
the satisfaction of knowing you’re providing your children with a
bright future, contact Asia Pacific today for a no-obligation appointment
with a professional financial counselor.
INVESTMENTS
We offer the widest range of investment products on Guam including stocks,
bonds, annuities, mutual funds, asset management programs, and life insurance.
All our financial counselors are licensed under U.S. and Guam law. Asia
Pacific is a member of the Financial Industry Regulatory Authority (FINRA)
and the Securities Industry and Financial Markets Association (SIFMA).
We work with Raymond James & Associates of Petersburg, FL, (NYSE: RJF) a member of New York Stock Exchange and other major U.S. Exchanges. Contact us today for a no-obligation meeting with the
Asia Pacific financial management team.
BUSINESS RETIREMENT PLANS
Encourages both you and your employees to save for a comfortable retirement.
Asia Pacific operates under management with over 70 years of experience
in the financial services. Our professional financial managers have been
helping employers on Guam choose the best retirement plan since 1993.
We can help you set up a retirement plan that is an attractive benefit
that reward employees with long term service. Our services
include full assistance in setting up the plan, orienting your employees
and ongoing management. Contact us today and learn how you and your employees
can save for a comfortable retirement.
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