Our mission is to help our clients make well informed decisions that will lead to a more fulfilling and secure life in retirement, a solid plan for their children’s education, guidance in starting a new business, tax efficient strategies, or whatever other goals may present themselves in our discovery process and throughout life. Services our professionals offer include, but are not limited to:
W
ealth Management
IRA rollovers
Retirement planning
Estate planning
College planning
Generational wealth transfer
Insurance and risk analysis
Employer group plans
For more information about any of our services, feel free to contact us today! SECURITIES OFFERED THROUGH KESTRA INVESTMENT SERVICES, LLC (KESTRA IS) MEMBER FINRA/SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH KESTRA ADVISORY SERVICES. LLS (KESTRA AS), WHICH IS AN AFFILIATE OF KESTRA IS. COONROD FINANCIAL GROUP IS NOT AFFILIATED WITH KESTRA IS OR KESTRA AS. NEITHER KESTRA IS NOR KESTRA AS OFFER TAX OR LEGAL ADVICE AND ARE NOT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRMS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 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 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://www.kestrafinancial.com/disclosures
