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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

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

Pacific Southwest Financial®, Capitas® Financial, Inc. and the above firms are independent and non-affiliated.

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