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Financial Planning
Financial Planning
Our financial planning process is a cohesive, comprehensive one that entails first indentifying your unique goals and circumstances.

Once your goals have been established, we will then implement customized investment strategies that help meet your personal objectives.

Individual Planning Services


 
 
 

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. Favia Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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 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.

 

 


Check the background of this financial professional on FINRA's BrokerCheck.