Pacific Advisors

Ethan serves clients nationwide with Pacific Advisors, a financial services firm with offices throughout California, Texas, Oregon, and Washington.  He specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns.  Ethan is a  consummate educator, navigating clients through complex financial concerns.  His coordinated strategies include asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and legacy strategies.  Ethan is known to plan and execute these strategies as if preparing clients to attain military objectives; utilizing assets, mitigating against liabilities, and taking into account objectives on the strategic, operational, and tactical level to help attain a client’s desired outcome.  He helps create customized, optimized financial strategies that realign clients’ overall financial states of affair by way of coordinated asset strategies.

Working with Ethan means personal care and custom-designed strategies.  Together you’ll analyze the financial “junk drawer” of products and strategies and realign these programs to help provide unity of effort and maximize flexibility and efficiency.  As Ethan’s client, you will be placed squarely in the cockpit of your financial future with Ethan charting your course.

Ethan’s responsive strategies are crafted to include the ability to adjust for changing life, business, and legislative circumstances.  Just as crucial as understanding the availability of options is the order of execution.  What you do first matters.  Enacting coordinated strategies in the optimal order can compound savings, protect assets, and increase the efficacies of these strategies.  Of special concern to Ethan is that his clients have a clearly defined purpose for every dollar committed.

Financial Specialist

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. # 110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.  CA Insurance License Number - 0J15213. 

This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Registered Representative 

One Pacific Financial & Insurance Solutions LLC

US VETLIFE

Training and Operations Director

Chief Operating Officer

US VetWealth

Military benefits are created and explained as a one size fits all solution. In truth, the military treats service members as bulk items, not as individuals. 

We know you want to be confident about how to use your money & benefits to maximize modern opportunities after the military. In order to do that, you need to have a trusted guide and fellow veteran who has been through transition and knows how match your military and veterans benefits with the best fit modern financial solution tailored to your goals. 

At US VetWealth, we explain to service members and veterans how to position their benefits in concert with commercially available financial service products in a way that directly benefits them.
The current advice and solutions are outdated and fail to individually answer questions we often hear from our clients:

- How do I prepare my money to be in the best position financially at transition?
- Is the Survivor Benefit Plan the best option to maximize my pension?
- When should I address replacing SGLI and is VGLI a good option?
- How should I plan to use my Thrift Savings Plan (TSP) and/or 401k when the time comes?
- How do I set my children up for success at adulthood?

In a nutshell, we teach you how to use these tremendous tax-payer funded benefits so that you can say “I have the financial confidence to choose my path of service after the military”, whatever that may be and whenever you choose to do it.  

Whether you are ACTIVE DUTY MILITARY FAMILY, CAREER SERVICE MEMBER, or a RETIRING VETERAN, avoid following the approach that leaves a cap on your income and financial success.

Our process is simple:

1.  Attend a free Virtual Information Session
2.  Schedule a personal consultation with me or a member of my team
3.  Become confident in your future and live with financial purpose

Contact us today: support@usvetwealth.com

Military Money Expert Guide | Financial Knowledge Director | Managing Partner 

US Vet Life

Co-Founder of US Vet Life

The Assurance Group

Senior Agent

Neilson Financial Services

Financial Representative

Northwestern Mutual

•	Led the Los Angeles Network of Northwestern Mutual class of 2015 by transacting $124,000 of premium in less than 1 year.  
•	Solutions included Life Insurance, Group and Individual Disability Coverage, Long Term Care, and 401K plans, SEP IRA’s, Keogh plans, and 529 plans.

US Navy

•	Instituted and implemented internal Mission Oriented Geospatial Training (MOGT) for 12 Intelligence Specialists and 5 Engineering Assistants in subordinate units to provide enhanced situational awareness and Battle Watch analysis, and saving subordinate units $1,000,000 in travel expenses.
•	Masterfully developed scenarios for 5 Field Training Exercises (FTX) to be used as the primary graded evolution to determine whether Naval Construction Force Units were ready to deploy.  
•	Spearheaded brand new, coherent Measures of Performance (MOP) in order to more effectively measure and track progress of 7 Subordinate Combat Battalions; 
•	Created and Implemented Information Operations (Perception Management of local nationals) training with comprehensive Measures of Performance (MOP);

Intelligence Officer Naval Construction Group

L-3 Communications

Arabic Translator

After serving as an Intelligence Officer with the U.S. Navy, I spent years providing comprehensive financial services to individuals and businesses.

I manage a team of professionals that helps service members, veterans, and their families learn how to navigate and leverage their financial benefits to maximize their lifetime of service.
 
Why do I love what I do? We are redefining the transition opportunity and offering a new WHY for service members to save money.

As a Veteran myself, I know that you want to have control of your future beyond military service. In order to do that, you need to understand the modern financial world you will enter.  

Here are some of the questions I answer to help Veterans gain financial security and knowledge:
➤ What do I do about the Survivor Benefit Plan?
➤ How do I maximize the lifetime value of my pension?
➤ How do I ensure I save for my transition?
 
Our solutions aren’t about an end. They are always about new opportunities… a beginning!  
 
➟ Contact us to schedule a commentary consultation today: Ethan.samuels@glic.com

 
Specialties: Veterans Helping Veterans | Veterans Assistance | Veterans Transition | Help for Veterans | Military Benefits | Veterans Benefits | Support Our Veterans | Veterans Financial Services | Professional Financial Services
/COMPLIANCE:2023-5047/

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