Financial Division

PSA Financial has been serving the financial services industry for over 25 years. Our services and support programs combine our practical experience as advisors, practice builders and sales leaders. 

Our mission is to help you build a high performance practice, team or company faster and more effectively than you ever thought possible.

We provide you with the Levelbreaker System, a proven the process that includes: Personal Strategic Planning, The Practice Optimization Program, The Client Focused Advisor program, with a Strategic Implementation Roadmap that includes Personal & Team Development and Coaching to insure results.

The Level Breaker System is the first system that provides a total end-to-end solution from vision to implementation. The LB System is the culmination of 30 plus years working hand-in-hand with top advisors and many of the world’s leading authorities on human development including Stephen Covey, Brian Tracy, Dan Sullivan, Ron Carson, Tony Alessandra and Thomas Leonard.

Your Personal SWAT Team! One of the ways we improve your results is by using a SWAT team approach of experts providing you with the benefit of hundreds of years of experience. We’re not rookies; we’re seasoned professionals committed 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 Practice Optimization Program has been designed to quickly identify and pinpoint the issues and bottlenecks inhibiting performance, 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, the key to building value, scaling your business and having the peace of mind that it can run flawlessly in your absence. It’s also the key to succession and exiting when you want, on your terms with the financial security you deserve.

Check us out. We often start team, agency and group programs with Hope is not a Strategy a program designed to get people motivated to invest in their businesses and personal growth.

We welcome the opportunity to serve!