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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.  |  (972) 833-2565