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INVESTMENTS & ADVISORY SERVICES

We are able to offer a broad range of services from the nation’s leading investment companies.  When we recommend investment options for you we do so in the context of your other planning and product decisions.

Investment Advisory Services:

Our powerful platform allows us to deliver customized and diversified investment plans for our clients’ portfolios. We can give you broad investment choices- from mutual funds to separate accounts to alternative investments- and provide fully enabled on-line information access.

EXECUTIVE BENEFITS

A company’s most important asset is its key talent. Finding ways to reward, retain, and recruit key executives is an ongoing challenge. Because we provide a wide range of executive solutions, we can meet your executive benefit needs in the following areas:

  • Non-qualified Deferred Compensation Plans
  • Supplemental Executive Retirement Plans
  • Group Term Carve-Out Programs
  • Long Term Care Programs
  • Supplemental Disability Plans
  • Compensation Consulting

We have the tools and resources needed to help guide you through each step of your executive benefits program.

 

 

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. Premier Financial is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Premier Financial is not affiliated with Kestra IS, Kestra AS, or NFPISI.

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.