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Helping Your Legacy Last

We help legacy builders protect, grow, and pass on wealth, so it supports your family, uplifts your values, and leaves a lasting mark.

Purpose-Driven Legacy & Wealth Planning for Families Like Yours

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"What set Lestna Retirement apart for me was its focus on a personalized approach designed to build a meaningful financial future..."

Joanna S.

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...I got so much more - a solid financial strategy and confidence that I can provide for my kids and reach my retirement goals on my own."

Anastasia M.

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...He's worked closely with me to completely overhaul and reorganize my financial life & I'm so grateful for his creative ideas and consistent support"

Derrick M.

We Don’t Do One-Size-Fits-All Wealth Planning

Your financial life is more than numbers - it’s your family, your values, and your future. That’s why our process is built around your vision, ensuring your plan is as unique as your goals.

The Lestna Difference

We’re not your typical financial advisors. Here’s what sets us apart:

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CEFEX-Certified Fiduciary Excellence

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Flat Fee, Conflict-Free Advice

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Tailored, Never Template-Based

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Collaborative Approach

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Forward-Thinking Strategies

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Clarity Without Guesswork

Let's Craft Your Lasting Legacy Together

What you can expect.

Getting Started

Book a no-pressure call to see how we can help you build a legacy that reflects who you are.

The Heritage Path

Our 5-step process creates a wealth plan designed around you - not around products or sales.

Ongoing Partnership

Life evolves, and your plan should too. We adjust and optimize so you always stay on track.

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