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.
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!
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