I am a fee-only financial and retirement planner at Lestna Retirement. I specialize in working with small business owners, entrepreneurs, and retirement plan sponsors in the following key areas:
- Retirement planning
- Corporate retirement plans
- Investment management
More specifically, my firm can help you with:
- Retirement plans for small business owners,
- Consulting and review of the current plan in place
- Assistance to plan sponsors with the selection of investment options available to plan participants
- Support and education for 401(k) plan participants
- Portfolio review and asset allocation
- Investment management and portfolio rebalancing
For more information on the process and pricing, please visit www.lestna.com
If you are interested in working with me, please feel free to send me an email or schedule a FREE discovery meeting below.
I am looking forward to hearing from you. Thank you.