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 SUCCESS STARTS WITH A STRATEGY

Wealth Management:
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We believe diversification is a critical cornerstone in any investment plan.

Why Diversify?

Owning a variety of investments has a second, related benefit. It's very difficult to predict which type of investment will perform best over the next few months or even years. We believe the greater the variety of your holdings, however, the better your chances of owning holdings that outperform the markets and that may counter poor returns of underperforming investments.

 

 


Wealth Management:
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Contact us to learn more about our comprehensive and customized approach to investment strategy. We'll have an open discussion of your needs and our capabilities, and help you make informed decisions.


Value of Diversification
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Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC and Advisory Services offered through Kestra Advisory Services, LLC.  Executive Financial, LLC is a member of both Fusion Advisor Network and PartnersFinancial. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are not affiliated with Fusion Advisor Network, PartnersFinancial, or Executive Financial, LLC.
Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

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.

 


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