Pacific Sun Financial » First Meeting Checklist

First Meeting Checklist

Our first meeting will be primarily to gather information and discuss your objectives, needs and ideas. We want to get acquainted, determine if we can help you financially, and see if we like each other. The initial meeting is complimentary.

Your Main Objectives
Your Family Concerns and Values
Your Financial Concerns
A List of Your Assets and Liabilities
A List of Your Income Sources
Your Risk Tolerance
Your Will and/or Trust
Your Investment, Annuity and Insurance Statements

We look forward to being with you.

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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