Our investment philosophy is a collaboration and team approach, amongst our advisors, enabling us to provide suitable investment strategies.

Wealth Management

Let us formulate a wealth management plan that provides key elements to help you work towards your personal goals and objectives. We believe in building personal and long term relationships with our clients while we manage their portfolios.

Investment Management

Investment management is a critical consideration in assessing your overall financial planning strategy. With so much information available, selecting the right move can be difficult. We offer simplified solutions when considering your investment options.

Managed Asset Program

We use both quantitative and qualitative metrics to establish the investment tools in our managed asset program to provide a well-balanced portfolio.

Retirement Portfolio Review

Conducting periodic retirement portfolio reviews allow us to evaluate your financial situation and create a retirement portfolio that is suitable for you. We believe it is important to review your financial situation to determine the probability of your assets providing lifetime income for you and your family.

Income Planning

At Lester Financial Group, we will analyze your unique needs and goals and provide you with solutions to help plan your future. Today, our economic situation is complex. We present options that offer a realistic view of future income planning.

Retirement Planning

Whether you are retired or planning toward retirement, you've worked hard and saved for your lifestyle. We review your financial situation and offer an approach to help you prepare for your retirement future.

Retirement Process

Let us help you navigate the overwhelming process of transitioning into retirement. Understanding your choices is important to making an educated decision for you and your family’s future.