Our Services

Paschang & Associates, LLC is a financial planning firm with full-service brokerage capabilities. We specialize in creative financial independence planning which includes cash and investment management. We are particularly interested in issues people face in their mid to late career stages and from late career through eldercare.

Our Approach

First, we listen.  Everyone comes here with something on their mind- a problem or a concern.  From there we help you uncover peripheral issues that are important to an overall strategy.

Any financial concern fits somewhere in the framework of your big picture, specifically, one of the 5 pillars of financial planning:

  • Retirement
  • Investments
  • Taxation
  • Estate
  • Risk Management

Regardless of whether a formal financial plan is necessary, we ask a lot of questions to at least get a feel for areas that may need attention.  All these specialties are interrelated, one affects the other in ways that aren't always easy to anticipate.

Along the way, it's important for us to determine your ultimate goals.  For some, it's about accumulating assets to maintain their standard of living for the rest of their lives.  For others, it's about efficiently utilizing their assets, eventually passing on what's left to their family.

Everyone is unique, some complex and some simple, but at Paschang & Associates, everyone matters.