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Dustin Lester

Dustin Lester

Financial Advisor

Dustin Lester Provides financial strategies and services to clients who seek professional advice and value relationships based on trust and integrity. He uses a consistent process with each client that allows him to provide holistic financial advice that is independent.  Dustin is active in the community serving on the Board for NAIFA (National Association of Insurance and Financial Advisors), as well as participated in raising money for East Valley Boys and Girls Club, Valley of the Sun Habilitation, and his local church. Dustin Lester provides advice and expertise in the following areas of emphasis:

 

- Corporate Retirement Planning

  • ESOP
  • 401(k)
  • Defined Benefit Pension Plans
  • Deferred Compensation
  • Profit Sharing

- Charitable Giving Strategies

- Estate Conservation Strategies

- Education Funding Strategies

- Fee Based Wealth Management

- Pension Payout Alternatives

- Pension Transfers/Rollovers

- Financial Planning

- IRA Consolidation/Rollovers

- Annuities

- Life Insurance

- Long Term Care Insurance

- Mortgage Protection (funded by life insurance and disability income insurance)

- Lump Sum Pension Distribution

- Mutual Funds, ETF’s and Stocks

- Tax Sheltered Annuities, 403 (b) Plans

- Group Benefits

- Income generating strategies

  • CD alternatives
  • Individual Bonds
  • Brokerage CD’s
  • SPIA’s
  • REIT’s
  • Alternative Investments