Our objective is to provide superior financial services, product selection, investment tools and financial transaction processing and to establish an active policy voice in the companies that offer them.

Kestra IS and Kestra AS provides us with access to top providers and products through an open-architecture platform and relationship with a wide array of financial product providers. These include:

  • Retirement plans
  • Advisory services
  • Mutual funds
  • Annuities
  • Variable life
  • Research
  • Securities
  • Estate planning