Pacific Sun Financial - Provides investment services that are designed to create, preserve and transfer wealth effectively

President's Message

Welcome to Pacific Sun Financial Corp!

For more than 34 years, I have been helping clients invest their money, build their net worth and protect their assets. The focus of our firm is to improve the quality of your life, so that you can spend more time enjoying your loved ones, having fun, contributing to your community, and worrying less about your money. I would like to show you how you can increase your net worth with time-tested, fundamental investing formulas. These include asset allocation and portfolio diversification that utilize a balance of value and growth equities in combination with real estate, including REITs, stocks, and Private Placements for accredited investors. In my opinion, by using a proper will and trust, with regular reviews, you can preserve your family's assets and save taxes, too.

The beginning of the 21st Century offers us new strategies to increase and preserve for our families and friends the trillions of dollars which will soon be transferred between generations. In concert with your legal and tax advisers, we assist you in implementing strategies to reduce capital gains taxes on your appreciated equities and real estate. You may be able to save more money, income and estate tax-free, by using trusts and tax-advantaged investment techniques.

It is an exciting time for our clients and for the financial world. The Rockefellers, Carnegies, Waltons, Vanderbilts and Kennedys built their wealth through wise investments in real estate, business, and securities. They amassed and passed on great fortunes with strategies that may be available to you today. They have given us roadmaps and blueprints for financial independence. This is a new age of technology and information. Our portfolio money management, our investment formulas, including asset allocation and portfolio diversification, real estate using REITs, stocks, and Private Placements for accredited investors, has provided our clients with a balanced approach that we have found to work well over time. Let us help you achieve a future of financial freedom, security, and peace of mind.

Sincerely yours,

Mitchell J. Fisher, CFP
President

Securities offered through National Securities Corporation, Member FINRA/SIPC.

Investment Advisory Services offered through National Asset Management, Inc., a Registered Investment Advisor and wholly owned subsidiary of National Securities Corporation, Member FINRA/SIPC.

Pacific Sun Financial Corp/National Securities Corporation does not offer tax/legal advice. Please consult your CPA or Attorney for more information.