Pacific Sun Financial » Financial Services & Investment Products

Financial Products & Services

1. Investments for individuals, companies, trusts, and charities. Licenses: Certified Financial Planner, Investment Advisor Representative, Stock and Insurance Broker, Registered Representative. We use individual stocks, bonds, mutual funds, exchange traded funds, certificates of deposit, real estate investment trusts, initial public offerings, structured settlements, alternative investments, equipment leasing, oil & gas, and real estate private placements for accredited investors.

2. Retirement Plan design and implementation. Plan design, set-up, investment management, regular monitoring and participant meetings. We consult with third party administrators, actuaries, and other qualified plan professionals. Types of plans include 401K, Profit Sharing, 403B, IRA, Defined Benefit, Money Purchase, Sep-IRA, Roth-IRA, Simple IRA, Welfare Benefit, ESOP, 412I, and Deferred Compensation.

3. Life, Health, Disability Insurance and Annuities for individuals and companies. Buy-Sell agreements, Key-person coverage, Owner-Succession plans, Estate Tax insurance policies, Annuities, Income replacement and Family Protection policies.

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

5. Tax Reduction. General information to minimize taxes on capital gains, income, and estate taxes. We consult with lawyers and tax professionals. Tax returns are prepared by independent accountants and CPAs.

Pacific Sun Financial Corp
95 Argonaut, Suite 105
Aliso Viejo, California 92656
Telephone: (949) 716-8646
Fax: (949) 716-8645
Email: mjfisher@nationalsecurities.com

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

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

Registered in CA, AZ, CO, DC, FL, HI, ID, IL, MO, NC, NV, OH, OK, OR, TX, WA.

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

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