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

Products & Services

1. Investments for individuals, companies, trusts and charities. Licenses: Certified Financial Planner, Registered Representative. Use of individual stocks, bonds, mutual funds, certificates of deposit, real estate investment trusts, and real estate private placements for accredited investors.

2. Retirement Plan design and implementation. Plan set-up, investment strategies, regular monitoring, maximizing contributions, minimizing taxes. Work together with experienced retirement plan professionals. Plans include 401K, Profit Sharing, IRA, Defined Benefit and Money Purchase Plans, Sep-IRA, Roth-IRA, Simple IRA, 419 and 412i Plans, Deferred Compensation, TSA, and Annuities.

3. Life, Health and Disability Insurance for individuals and companies. Buy-Sell agreements, Key-person coverage, Estate and Tax insurance policies, Income and Family protection.

4. Trusts, Wills, Foundations. Data gathering, organization, meetings with attorneys, consultation, general design and asset transfer assistance. Work together with Trust and Family Law attorneys. Legal documents are prepared by independent estate planning lawyers.

5. Tax Reduction. General information on capital gain taxes, income taxes, and estate tax deferral and reduction. Work together with professional accountants and attorneys. Tax returns are prepared by independent accountants and CPAs.

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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.