Welcome to

Prestesater Investment & Retirement Planning

The investment climate has never been more exciting or more challenging than it is today.

In seeking to take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include: 
 

• Managed asset plans - for professional fee-based portfolio management through LPL Financial
• Tax-advantaged investing - seeking to reduce your tax liability and let more of your money work for you
• College planning - long-term planning seeking to ensure you're ready when your children are
• Retirement planning - to design an investment strategy to help you pursue all of your retirement goals

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.