Click here to view the 2016 Federal Income Tax Planning Guide.
Check the background of our broker dealer, Kestra Investment Services, LLC, on FINRA's BrokerCheck.
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. Kestra IS and Kestra AS are not affiliated with CD Wealth Management. Certified Financial Planner Board of Standards Inc., owns the certification marks CFP, Certified Financial Planner tm, and CFP (with flame logo), in the US, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax and legal counsel.
Any web site links referenced on this site are being provided strictly as a courtesy. Neither us, nor Kestra IS and 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.
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 the Kestra IS Compliance Department at 512-697-6000.