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You have specific dreams and desires for your future. Taking care of loved ones, protecting your income, providing quality education, generating tax-efficient investing and achieving financial independence are all common themes in financial planning.

"The Strategic Wealth Process" can help you develop a strategy and can help you reach these objectives. Our independent platform allows us access to the world's leading insurance companies and investment managers. By design we have no proprietary products.

For more information on "The Strategic Wealth Process," click here.

For details on the specific products we represent, click here.






*KESTRA INVESTMENT SERVICES, LLC AND ITS REPRESENTATIVES DO NOT OFFER TAX OR LEGAL ADVICE. PLEASE CONSULT A TAX OR LEGAL PROFESSIONAL IN REGARDS TO YOUR PARTICULAR SITUATION AND BEFORE TAKING ANY ACTIONS THAT MAY HAVE TAX OR LEGAL CONSEQUENCES
 


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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with First Harbor or any other entity listed on this website.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.