Lestna Retirement is a CEFEX-certified financial services company that provides holistic wealth planning services to individuals and families. Our specialty is creating financial and estate planning strategies that protect your assets from unnecessary risks and facilitate the transfer of assets to your heirs and charities in a tax-efficient manner.
We are a small company, but our size is our advantage. We know our clients by name, not by a number. When you need help, you call us and not a call center or a robot. Since 2019, Lestna Retirement has been CEFEX-certified, which demonstrates our fiduciary excellence and conformity to high professional standards of conduct in the investment management industry.