PSA Financial has been serving the financial services industry for over 25 years. Our services and support programs combine our practical experience as producers, agency managers and senior sales executives.

It is our mission to help you increase life quality and financial success.

We understand what it takes to build a high performance lifestyle and business.  Our mission is to help you build a high performance practice, team or company faster and more effectively by providing you with a proven Roadmap(c)  customized tools and coaching support to accelerate results.

The core of our services is “The Level Breaker System” the first system that provides a total end-to-end solution from vision to implementation. The LBS is the culmination of 35 years working with top advisors and leaders and many of the world’s leading authorities on building high performance lifestyles and businesses including Stephen Covey, Brian Tracy, Dan Sullivan, Tony Alessandra and Thomas Leonard.

Your Personal SWAT Team! One of the ways we improve your results is by utilizing our SWAT team of experts and giving you the benefit of  hundreds of years of experience. We’re not rookies; we’re seasoned professionals with significant hands-on practical experience that is supported by our commitment to continuous improvement.

We have a proven track record for taking both new and experienced advisors to the next level.

Much like a computer diagnostic the Levelbreaker Assessment Program has been designed to quickly identify and pinpoint the issues and bottlenecks inhibiting performance, typically issues that are related to people, processes or systems. In other words, we help you eliminate the obstacles by fine tuning your business systems from the top down and bottom up.

A specific emphasis is on building your Ideal Business and Team, a key to scaling your business and having the peace of mind that your business can run flawlessly in your absence. It’s also the key to building value and succession.

So dig in, check us out. We welcome the opportunity to be of service.

Leadership Team Board of Advisors Strategic Alliances
  • Dan Mullane
  • Dr. Fredrick M. Scaffidi
  • Andrew Candreva
  • Pam Holloway
  • Aspida Advisory
  • Pinnacle Equity Solutions
  • Sales Activity Management
  • Financial Productivity Group
  • The Hoopis Institute
  • AboutPeople