Taking care of loved ones, protecting your income, providing quality education for your children, generating tax-efficient investing and achieving financial independence are all common themes in financial planning. We have over 30 years of experience in helping individuals with their financial planning needs.

Fee Based Individual Financial Planning

  • Retirement Income Analysis
  • Funding for Specific Objectives
  • Asset Allocation and Investment Analysis
  • Holistic Financial Planning

Investment Analysis and Asset Management

  • Tax Efficient Investments
  • Managed Accounts
  • Mutual Funds and Both Fixed and Variable Annuities
  • Real Estate Investment Trusts (REITS)

Estate Planning *

  • Wills and Trusts*
  • Irrevocable Life Insurance Trusts*
  • Life Insurance Analysis

Life Cycle Needs

  • Long Term Care Insurance
  • Disability Income Insurance
  • Term and Permanent Life Insurance
  • IRA Rollovers
  • Roth IRAs
  • College Funding Analysis and 529 Plans
*KESTRA INVESTMENT SERVICES, LLC AND ITS REPRESENTATIVES DO NOT OFFER TAX OR LEGAL ADVICE. PLEASE CONSULT A TAX OR LEGAL PROFESSIONAL IN REGARDS TO YOUR PARTICULAR SITUATION AND BEFORE TAKING ANY ACTIONS THAT MAY HAVE TAX OR LEGAL CONSEQUENCES

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK