ARE YOU LOOKING TO RETIRE WORRY FREE AND LEAVE A LONG-LASTING LEGACY?

Unbiased Holistic
Wealth Planning

We help individuals & families who are passionate about charitable giving to protect their wealth and maximize the lasting impact of their legacy.

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THE LESTNA DIFFERENCE

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FIDUCIARY
STATUS

As a fiduciary, we always put your interests above everything else and acknowledge our fiduciary status in writing

FLAT
FEE ONLY

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

HOLISTIC APPROACH

Our advice goes far beyond investments and is based on our commitment to your financial and emotional well-being

OPEN ARCHITECTURE

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

FREE RESOURCES

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Estimate My Nest Egg & How Long It Will Last

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Identify Blind Spots in My Financial Life

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What's My Risk Number?

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