Our Services


What We Offer

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 St. Petersburg, Florida, a member of the New York Stock Exchange (NYSE: RJF) and other major U.S. exchanges. Contact us today for a no-obligation meeting with the Asia Pacific financial management team.

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 St. Petersburg, Florida, a member of New York Stock Exchange (NYSE: RJF) 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 specialist.

Retirement Planning for Employees of Schools/Nonprofits

If you're an employee of a school or nonprofit organization, you're eligible to open a 403(b) 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 403(b) retirement savings plan with help from the Asia Pacific management team.

Business Retirement Plans

A well-designed plan encourages both employers and their employees to save for retirement. Asia Pacific management has over 70 years of financial service experience. Our professional financial managers have been helping employers on Guam choose the best retirement plans since 1993. We can help you set up a plan that is an attractive benefit and rewards employees for their long-term service. We offer 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.

Life Insurance and Annuity Strategies

Life insurance is a significant way to protect your family for the unexpected. A carefully tailored life insurance strategy should provide ample protection while still being affordable. By consulting with us, a strategy can be devised to take advantage of the benefits of term life, whole life, and various types of universal life insurance products.

Annuity products are effective tools to help transition (and protect) retirement and other savings. Various types of annuities–fixed, indexed, and variable–can provide a steady stream of income in years when earned dollars need to be protected, and those protected dollars may still earn additional dollars. Take the guesswork out of this critical juncture by using a valuable tool that should be a key component of a financial plan.

We proudly offer a comprehensive suite of insurance and annuity products from well-established and internationally recognized companies such as Midland National Life and Lincoln Financial.

College Planning Program

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 529 college savings plan 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.