Pace Wealth Advisors

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Pace Wealth Advisors We help you keep more of what you spent your life working for. Tax-efficient retirement planning for retirees, pre-retirees & business owners.

Insurance & investment strategies designed for long-term confidence.

📢 Join Us for Business After Hours at Slahal Steakhouse Patio inside the Emerald Queen Casino!We’re excited to attend th...
11/06/2026

📢 Join Us for Business After Hours at Slahal Steakhouse Patio inside the Emerald Queen Casino!

We’re excited to attend the Puyallup Sumner Chamber of Commerce Business After Hours event and would love to connect with fellow business owners, professionals, entrepreneurs, and community leaders from across the South Sound.

This is a FREE small business networking event open to both Chamber Members and Non-Members, making it a great opportunity to expand your network, build relationships, and learn more about the local business community.

📍Slahal Steakhouse Patio (11th Floor) at Emerald Queen Casino
1820 E 29th St
Tacoma, WA 98404

📅 Wednesday, June 24, 2026
🕔 5:00 PM – 7:00 PM

At Pace Wealth Advisors, we’re passionate about helping pre-retirees, retirees, and business owners create tax-efficient retirement strategies designed to help them keep more of what they’ve earned. But this evening isn’t about business pitches - it’s about making meaningful connections and supporting our local business community.

If you’re attending, be sure to stop by and say hello. We’d love to meet you!

⚠️ Registration is required:
https://visitor.puyallupsumnerchamber.com/events/details/business-after-hours-at-emerald-queen-casino-slahal-steakhouse-patio-13026

Puyallup / Sumner Chamber of Commerce

Note: Pace Wealth Advisors is attending this event as a participant and is not the sponsor or organizer of the event.

One of the biggest retirement misconceptions?Assuming taxes will automatically be lower later.For many retirees, retirem...
26/05/2026

One of the biggest retirement misconceptions?
Assuming taxes will automatically be lower later.

For many retirees, retirement income can come from multiple places - IRAs, Social Security, pensions, investment accounts, and more. That’s why understanding how taxes may impact retirement income is an important part of the planning process.

At Pace Wealth Advisors, we work with pre-retirees, retirees, and business owners to help them think through strategies related to:

✔️ Retirement income planning
✔️ Roth conversion considerations
✔️ RMD planning
✔️ Tax-aware withdrawal strategies
✔️ Long-term financial planning

We believe financial planning should be practical, personal, and easy to understand — without the “stuffy” feel many people expect from the industry.

Whether we’re on a zoom call, at the gym, on the trails, or at our kids’ sporting events, we believe financial health and physical health both play a role in building the life you want to enjoy in retirement.

📍Seattle-based
💻Serving clients virtually across the U.S.





Financial Planning
RMD Planning

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Investment advisory services are offered through Hall Consulting LLC, DBA Pace Wealth Advisors, an investment adviser registered in the State of Washington. Registration does not imply a certain level of skill or training. This material is for informational purposes only and should not be construed as investment, tax, or legal advice. All investments involve risk, including possible loss of principal. Tax and Roth conversion strategies may not be appropriate for all individuals. Consult your tax professional regarding your specific situation. Advisory services are only offered to clients or prospective clients where Pace Wealth Advisors and its representatives are properly licensed or exempt from licens

Meet Jacob E Hall,Your Investment Advisor Representative!Jacob believes financial planning is about more than investment...
26/05/2026

Meet Jacob E Hall,
Your Investment Advisor Representative!

Jacob believes financial planning is about more than investments and retirement accounts … it’s about helping people align their financial decisions with the life they want to live.

As a veteran, life partner, father, and person of faith, Jacob values discipline, consistency, and meaningful relationships. Outside of the office, he enjoys running, spending time in the mountains, being near the ocean and most important the LA Dodgers! Activities that help him stay grounded, focused, and connected to the lifestyle he encourages others to build intentionally.

Those same principles shape the way he works with clients.

Jacob works with retirees, pre-retirees, and business owners on tax efficient retirement income planning, wealth management strategies, and long-term financial decision-making. His approach emphasizes education, organization, and helping clients navigate financial conversations with greater clarity.

Jacob is currently a CFP Candidate and has passed the Series 6, 63, and 65 securities exams, holds life and health insurance licenses in Washington, and earned his Master’s Degree in Ministry Leadership.

Clients appreciate Jacob’s thoughtful communication style, steady approach, and commitment to building long-term relationships rooted in trust and transparency.

Areas of focus include:
• Retirement income planning
• Tax-aware financial strategies
• Investment and asset management
• Risk management strategies
• Financial organization during retirement transitions
• Annuity and Life Insurance
• Small Business Planning

At Pace Wealth Advisors, the belief is simple: financial planning should support a meaningful life - one that includes health, family, purpose, and the freedom to spend time doing what matters most.

This page is dedicated to conversations around retirement planning, financial education, health, mindset, longevity, and intentional living.

Investment advisory services offered through Pace Wealth Advisors. Insurance products and services offered through individually licensed and appointed agents.

Many business owners spend years building their business… but far fewer spend time building a strategy for what comes ne...
26/05/2026

Many business owners spend years building their business… but far fewer spend time building a strategy for what comes next.

Retirement planning for business owners often goes beyond simply saving money. It may also involve coordinating business planning, retirement accounts, insurance considerations, and long-term income needs.

At Pace Wealth Advisors, we work with small business owners on conversations related to:

✔️ Retirement plan design
✔️ Insurance and risk planning considerations
✔️ Tax-aware retirement planning
✔️ Business owner retirement strategies
✔️ Exit and transition planning

One of the most common things we see?

Successful business owners who are highly focused on growth TODAY, but haven’t had time to create a long-term transition strategy for the future.

We believe financial planning should feel practical, personal and understandable … not overly complicated or sales-focused.

Whether retirement is years away or already on the horizon, having a coordinated plan in place may help provide greater clarity around future financial decisions.

📍Seattle-based
💻Serving clients virtually across the U.S.






BusinessOwner
InsurancePlanning
PaceWealthAdvisors

—

Investment advisory services are offered through Hall Consulting LLC, DBA Pace Wealth Advisors, an investment adviser registered in the State of Washington. Registration does not imply a certain level of skill or training. This material is for informational purposes only and should not be construed as investment, tax, legal, or insurance advice. All investments involve risk, including possible loss of principal. Insurance and retirement planning strategies may not be appropriate for all individuals or businesses. Consult appropriate professionals regarding your specific situation. Advisory services are only offered to clients or prospective clients where Pace Wealth Advisors and its representatives are properly licensed or exempt from licens

Address

Virtual Practice

98371

Opening Hours

Monday 09:00 - 04:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 16:00

Telephone

+12532860224

Website

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