Levels of Service
John E. Sestina and Company proudly adheres to a fiduciary oath for each service level.
No person seeking a financial plan should be turned away because they have limited income, investments, or net worth. Our First Step 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.
Our full service financial planning program takes your financial plan to the next level. This is the most comprehensive and detailed program available. In addition to the First Step financial planning services, our full service program includes online document storage and access to customized financial software programs. Client meetings are conducted on a quarterly basis, in person or via web.
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 provide continuous investment management, monitor your portfolio, and make adjustments to your portfolio on an as-needed basis. As a fee-only firm, we do not sell any financial products or receive commissions of any kind.