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PSF® is an independent financial services consulting firm. We offer professional service through our support staff who provide extensive resources for independent financial advisors to better serve their clients.

In addition, a number of national financial institutions, including stock brokerage firms, insurance companies, property & casualty firms and banks also rely on PSF to provide technical, consulting and support services.

PSF is headquartered in La Jolla, California with offices and affiliates located throughout the country.

In the interest of maintaining objectivity and independence, PSF offers no proprietary products. This allows the advisor to select products that truly fit each client’s best interests. PSF advisors offer advisory services through Capital Analysts, Lincoln Investment , Registered Investment Advisors. They offer a full range of securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

Through PSF, financial advisors have access to the Investment Management Team, additional proprietary research and both private and institutional money managers. PSF offers an extensive technology package to registered representatives.

Additionally, PSF has relationships with the top life insurance, long term care, disability, and annuity companies in the industry.

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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