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PSF® Services

Building blocks for your financial success. Pacific Southwest Financial advisors offer a comprehensive spectrum of insurance, financial planning and investment advisory services:

  • Asset Allocation
  • Asset Management
  • Business Continuation Planning
  • Charitable Planning
  • College Funding
  • Deferred Annuities
  • Disability
  • Employee Benefits
  • Estate Planning
  • Income Annuities
  • Individual Retirement Accounts
  • Insurance Planning
  • Investment Planning/Portfolio Design
  • Life Insurance
  • Long Term Care
  • Premium Financing
  • Retirement Planning
  • Qualified Retirement Plans
  • Selective Retirement Plans
  • Tax-Advantaged Strategies
  • Wealth Accumulation & Preservation

Pacific Southwest Financial, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

This site has been prepared for information purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisor services to anyone who resides outside of the United States.  Lincoln Investment Planning, LLC. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states.

Lincoln Investment Planning, LLC. and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Securities offered through Lincoln Investment Planning, LLC., Broker Dealer, Member FINRA/SIPC

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