Pension & Tax Reduction Strategies Using Insurance
Business Disability (Buy-Sell, Key Man, Expense Overhead
Buy-sell & Business Planning Alternatives
Long Term Care Options
High Limit Disability (Lloyds of London)
Affluent $2MM - $20MM Excluding Home
Wealth Creations & Accumulation
Income Protection (Term & Smaller UL Policies)
Individual Disability Income
Emerging Affluent Income 100k > Transactional Online Quoting and Submission Platforms
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.
Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.