Are you feeling confused and stressed after winning the lottery?
If you have won the lottery or Powerball and feel overwhelmed with the financial, legal, and tax issues and are unsure what to do, we have developed over the last few decades to provide you with immediate clarity into what you have and the steps you need to take to preserve your lottery winnings.
The thrill of winning the lottery and the rush of emotions that follow can make it hard to make well-thought-out decisions. Some of our clients have told us that their worlds felt like they turned upside down – that they felt stuck and unsure of what to do.
Find a trusted financial advisor to help you manage your winnings
That’s where Pacifica Wealth Advisors come in. We are a wealth management and investment firm in Orange County, CA.
We will research your options and help you make the most suitable financial decisions with your lottery winnings. We will get your legal, tax, and financial team in place so and help you understand all of your financial options.
Choose a fiduciary
Robert Pagliarini, Ph.D., CFP®, is a fiduciary, which means he is legally and ethically bound to act in the best interests of his clients.
Meet the Financial Planner
Robert Pagliarini, PhD, CFP® is the founder of Pacifica Wealth Advisors and has nearly three decades of experience as a fiduciary financial advisor focused on retirement planning and managing sudden wealth.
You may have seen him on The Today Show, 20/20, Dr. Phil or Good Morning America as an expert in personal finance. Robert hold a Ph.D. in financial and retirement planning and is a Certified Financial Planner® practitioner as well as a CFP® Ambassador, one of less than 50 in the country!
FREE EMAIL COURSES FOR LOTTERY WINNERS
Sudden Wealth expert Robert Pagliarini, PhD, CFP® provides insight on preserving your lottery winnings.
Sudden Wealth Crash Course
You’ve Hit the Jackpot! Now What?
Manage and track your winnings 24-7
Whether you won the lottery in California or hit the jackpot in Florida - we can help you protect and grow your lottery winnings. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.
Compassionate advice for lottery winners
Although many people dream of winning the lottery, it can feel like a nightmare when you’re confused about what to do next. You need a financial advisor who has your best interest. Not only will we help safeguard your lottery winnings - we'll help you deal with the emotional aspects of receiving money suddenly.
Questions we help lottery winners answer
Pacifica Wealth has been answering questions regarding the emotional and financial aspects of sudden wealth for decades
- Should I have a financial plan before I claim my lottery winnings?
- Should I take the lump-sum amount or the annuity after I won the lottery?
- How can I be an anonymous lottery powerball winner?
- How long does it take to collect lottery winnings?
- How should I deal with the media and the publicity?
- Should I have a financial plan before I claim my lottery winnings?
- Should I take the lump-sum amount or the annuity after I won the lottery?
- How can I be an anonymous lottery Powerball winner?
- How long does it take to collect lottery winnings?
- How should I deal with the media and the publicity?
- How can I protect my lottery winnings from others?
- What are some responsible ways to share my sudden wealth with friends and family?
- What can I do to make sure my children do not become spoiled and unmotivated?
- How can I reduce my taxes after a windfall?
- How should I invest my lottery winnings?
- How can I protect my lottery winnings from others?
- What are some responsible ways to share my sudden wealth with friends and family?
- What can I do to make sure my children do not become spoiled and unmotivated?
- How can I reduce my taxes after a windfall?
- How should I invest my lottery winnings?
The Sudden Wealth Solution Book
12 Principles to Transform Sudden Wealth into Lasting Wealth - A must-read for lottery and powerball winners!
Robert Pagliarini, Ph.D., CFP® authored The Sudden Wealth Solution. Sudden wealth is often portrayed as creating dire consequences for its recipients, but it can be an amazing opportunity that improves your life and those around you. I’ve worked with enough clients who have won the lottery, over the years to see patterns – what works and what doesn’t. With proper guidance and a willingness to stick to the 12 Principles outlined in The Sudden Wealth Solution, you can avoid the common pitfalls that so often destroy lottery winnings, and transform your winnings into lasting wealth.
