Facts and Insights
LESTNA RETIREMENT, LLC is a financial advisory firm that provides expert advice to clients on retirement planning and investments. The firm was founded in 2005 and has been helping clients plan for their financial future for over 15 years. With a team of experienced advisors and a commitment to personalized service, LESTNA RETIREMENT, LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Expert retirement planning and investment advice
- 15+ years of experience in the industry
- Personalized service for each client
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 15 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Retirees
- Pre-retirees
- High net worth individuals
- Business owners
Fees & Compensation:
LESTNA RETIREMENT, LLC operates on a fee-only basis, which means that they only charge clients for their services and do not earn commissions from the sale of products or investments. This fee structure ensures that the advisors are solely focused on the best interests of their clients.
Background:
The team at LESTNA RETIREMENT, LLC consists of experienced financial advisors with a diverse range of backgrounds and expertise. They are committed to staying current with market trends and industry updates in order to provide clients with the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know:
- The firm has no legal or disciplinary disclosures
- The advisors are all properly licensed and hold relevant certifications
- The firm has no affiliations with any companies or organizations