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Recommended Resources

IRS Benefit Plan Limits for 2026
2026 Retirement Guide
401(k) Plan Checklist

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Office: (530) 842-6664

Office: (530) 842-6669

Fax: (530) 842-1319

1201 South Main Street

Suite C

Yreka, CA 96097

shaun@pfplanner.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

The financial professionals of Pacific Private Wealth Services are Registered Representative and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. CA Insurance License #: Geoff Harkness 0K34559 | Shaun Walton 4288214

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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