FINANCIAL GUIDANCE FOR INDIVIDUALS AND FAMILIES
At Lestna Retirement, we believe that "fortune favors the prepared mind." Whether you are concerned about financial future, worried about retirement, not sure how to fund your children's education, or got stuck in a debt hole our goal is to resolve all your concerns and blaze a trail towards your financial security and well-being.
It doesn't matter what to us what your account size is as we believe that the earlier you start planning for success the better off you are going to be. We will work with you to create a personalized financial plan and integrate it with your overall investment strategy.
Financial planning is a dynamic process that requires periodic updates and involves monitoring and reviewing. If you're looking for a one-time financial plan - you've come to the wrong place. We want to build a long-term relationship with you and become your trusted financial partner for many years to come. That entails helping you with plan implementation, guiding you through the process, and monitoring your progress, making sure you stay on track.
We understand that every person has its own needs and offer our clients a choice of three plans.
LET'S PLAN TOGETHER
A GLIMPSE IN WHAT WE DO
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll better understand what we can do to increase the probability of success.
Let's Plan Together
To discuss your financial future and find out solutions that will help you to take control of your financial life, please schedule a FREE discovery meeting below: