Areas of Expertise

How We Work

Our clients have a wide range of financial concerns and goals, from how to save for education planning to how to live comfortably in retirement. Because of this, we offer a full suite of financial services and are always educating our clients on the options available to them.

To help you build your own financial plan, we offer the following services:

Wealth Management

Asset Management
Asset Allocation
Behavior Management

Risk Management

Medical insurance
Health insurance
Life insurance
Property and casualty insurance
Long term care analysis

Business Planning

Key person insurance
Non-qualified plans
Qualified plans
Employee retention programs

Cash Flow Planning/Management

Social security maximization and optimization
Pension maximization and optimization
IRA distribution efficiency
Retirement income planning

Tax Planning/Management

Taxation minimization for distribution and growth

Estate Planning

Minimizing estate tax liability
Philanthropic giving

We can serve in either a goal-based structure if you have a specific goal on the horizon or can provide comprehensive financial plans to cover all your needs. Contact us today to get started.

Kestra IS and Kestra AS do not provide tax or legal advice. For informational purposes only. Please consult with your tax or legal advisor regarding your personal situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

yourteam@gardnerwallace.com | (972) 833-2565