Financial Services - Chicago, Illinois, United States
I help people protect their wealth and leave a long-lasting legacy
Lestna Retirement is a CEFEX-certified financial services company that provides holistic wealth planning services to established families.We serve as a liaison between the nonprofit organization and supporters. Our objective is to show families and individual supporters that by utilizing tax-efficient financial and wealth transfer strategies they can expand the outreach of their legacy not only to heirs, but also to their favorite charities. As a fee-only firm, we operate on a completely conflict-free basis and don't participate in any revenue-sharing agreements. You will never encounter any hidden fees.
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