1. Provide objective advice: We are fee only planners, free of the potential bias that comes with the expectation of commissions.

3. Minimize risk and volatility. PMA's investment discipline will be focused on building wealth and preserving the capital of our clients. We will invest with the minimum amount of risk and volatility necessary to help you achieve your financial goals.

4. Create a lasting impact. We will seek to create peace in our client's lives, free from the daily worry that may accompany uncertainty in their financial future. Our clients financial plans will positively impact their lives as well as the lives of their families and others they care about.

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2. Design meaningful plans. Our plans will reflect our clients unique goals and situation and result in expanded possibilities and satisfaction in the present and future.

 
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Pacific Mountain Advisors, Inc.
5619 Scotts Valley Drive Suite 140, Scotts Valley, CA 95066
(831) 438-0408 Phone • (831) 438-
1068 Fax

Email: michael@pacificmountainadvisors.com