Levels of Service
John E. Sestina and Company proudly adheres to a fiduciary oath for each service level.
Our financial planning program provides a comprehensive look at your financial plan, including topics such as debt reduction strategies, cash flow management, tax planning, investments, retirement planning, business planning, insurance, dependent planning, and estate planning. We also provide online document storage and access to customized financial software programs.
Through our investment advice only program, we will work with you to develop an asset allocation strategy that meets your goals and objectives based on your risk tolerance. We will provide continuous investment management, monitor your portfolio, and make adjustments to your portfolio as needed. As a fee-only firm, we do not sell any financial products or receive commissions of any kind.