Products & Services

As a client of mine, you become beneficiary to a powerful alliance with Kestra Financial. Through our strategic relationship, we are able to access a comprehensive menu of wealth management solutions for the affluent, including brokerage services, more than 200 mutual fund families, separate accounts, alternative investments, top rated insurance carriers, and group benefits for small businesses. To compliment these resources, my firm may also work closely with your CPA or attorney while considering your plan.

Investments

Brokerage Services
Fee Based Asset Management
Separately Managed Accounts
Alternative Investments
Fixed, Indexed, & Variable Annuities

Insurance

Term, Whole Life, Universal Life, & Variable Universal Life Insurance
Long Term Care Insurance
Disability Income Insurance
Group Benefits - Section 79 & 125 Plans
Key Person & Buy/Sell Coverage

Financial Planning

Fee Based Financial Planning
Retirement Plan Distributions
Estate Plans
Insurance Needs, Analysis & Audit Review

Tax Planning

SEP IRA
Simple IRA
Individual "Safe Harbor"
401(k)
401(k)
Money Purchase Plans & Profit Sharing
Defined Benefit & 412(i) Plans
Deferred Compensation & Split Dollar Life Insurance

*Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC and of Kestra Advisory Services, LLC. Kestra Financial, Inc. and its subsidiaries do not offer tax or legal advice..