© 2020 Lestna Retirement, LLC. All Rights Reserved  |  Form ADV  |

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A RETIREMENT PLAN WITH YOUR GOALS IN MIND

Aligning retirement plan offerings with your goals and customizing it to the benefits of employees

ABOUT

Lestna Retirement is a financial firm that works with individuals and retirement plan sponsors. Our specialty is improving retirement outcomes for workers and delivering full support to qualified retirement plan sponsors and ensuring that they offer the best retirement plan possible.

Our Mission

HELP PEOPLE REACH FINANCIAL FREEDOM AND RETIRE WITH DIGNITY. 

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WHO WE HELP

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RETIREMENT PLAN SPONSORS

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INDIVIDUALS & FAMILIES

HOW WE DIFFER

FIDUCIARY
STATUS

To reduce your fiduciary liability we acknowledge our fiduciary status in writing and work as either 3(21) or 3(38)

FLAT

FEE-ONLY

Just because your assets grow does not always mean more work for us. So why pay more for the same?

NO REVENUE SHARING

We are not participating in any revenue sharing agreements. Hence, no conflict of interest and impartiality of advice

OPEN ARCHITECTURE

We have no alliances or proprietary funds. With it comes no investment restrictions, flexibility, and less cost

PARTICIPANT ADVOCACY

We understand that your employees are your key asset and emphasize on 1-on-1 support, financial planning programs & quality of meetings

RETIRE FINANCIALLY SECURE!

Download your FREE book and learn how to get the most out of your 401(k) plan and retire worry-free.

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CONTACT US

Lestna Retirement

4101 N Broadway Ste. 107, Chicago, IL 60613

312-971-7071

info@lestna.com