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PSF® Resources

PSF-affiliated financial advisors offer a wide range of services including tax-advantaged planning strategies, wealth accumulation & preservation techniques, investment planning & portfolio design and tax-qualified retirement plans.

In today’s rapidly changing financial environment, PSF provides the strength of specialized expertise and ongoing training and education for advisors as they design and customize plans for their clients.

PSF® Support

PSF support includes professionals from a wide variety of disciplines with many professional credentials including:

  • JD, LL.M. - Juris Doctor, Master of Laws
  • CPA - Certified Public Accountant
  • PFS - Personal Financial Specialist (CPA)
  • MBA - Master of Business Administration
  • CLU® - Chartered Life Underwriter
  • CFP® - CERTIFIED FINANCIAL PLANNER™
  • CFS® - Certified Fund Specialist
  • CFA® - Chartered Financial Analyst
  • ChFC® - Chartered Financial Consultant
  • EA - Enrolled Agent
  • CLTC - Certified in Long Term Care

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 www.lincolninvestment.com

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