PROTECTING YOUR WEALTH FOR FUTURE GENERATIONS

We provide reasoned and unbiased holistic wealth planning services to nonprofit leaders and donors

ABOUT

Lestna Retirement is a CEFEX-certified financial services company that provides holistic wealth planning services to nonprofit leaders and donors. Our specialty is creating financial and estate planning strategies that protect your assets from unnecessary risks and facilitate the transfer of assets to heirs and charities in a tax-efficient manner.

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HOW WE DIFFER

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

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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

444 N Michigan Ave, Suite 1200
Chicago, IL 60611