Broker Check

Investment Planning

A sound financial plan always starts with your vision of the future lifestyle, business succession and wealth transfer you ultimately would like to achieve. It is our position to be the advocate in minimizing your fears and raising your comfort level in making your vision a reality. This plan becomes the Wealth Design of your financial future.

Our exclusive partnership with the Wealth Design Center provides us with a unique planning process, which includes three stages: Discovery, Planning and Implementation (our Process).

We can help you realize your financial goals, including:

  • Minimizing Taxes
  • Accumulating Wealth
  • Protecting Assets
  • Managing Risk
  • Managing Cash Flow
  • Increasing Charitable Giving Potential
  • Coordinating Estate Distribution
  • Managing Family Business Succession
  • Maintaining Control Over Personal Affairs

Jim Liebert is currently registered to conduct securities business through Kestra Investment Services, LLC a top 10 broker-dealer by revenue.

Our objective is to provide superior financial services, product selection, investment tools and financial transaction processing and to establish an active policy voice in the companies that offer them.


What does Kestra Investment Services, LLC offer you?

Kestra Investment Services, LLC provides a broad range of products and services from the nation's leading investment companies, thus creating a unique investment portfolio based upon your personal needs. These include:

  • Mutual funds
  • Annuities
  • Variable life
  • Research
  • Securities
  • Advisory services
  • Retirement plans
  • Estate planning

What are the benefits?

Most corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources. Each of these institutions competes to maximize money under management, but no institution takes responsibility for comprehensive planning. With so much at stake, it makes more sense for corporations and affluent individuals to achieve an integrated planning approach, tying various strategies into one comprehensive plan.

PartnersFinancial supports this integrated approach in several ways. Because Member Firms advise clients on a wide range of insurance and benefits issues, this allows you to analyze investment decisions in the context of other planning and product decisions. And, because our Liebert Financial/Wealth Strategies can link client planning data with the firm's access to sophisticated economic, investment, and money management analytical resources, you get a higher level of advice.

Kestra Investment Services, LLC, (Kestra IS) brings dedicated products and resources to PartnersFinancial clients. We have designed products for you, the client, that can meet your specific investment preferences. Kestra IS is designed to take your needs into consideration when developing resources and investment opportunities. As a result, we are able to offer products that are geared for your specific financial concerns. Kestra IS is a technologically advanced comprehensive broker dealer.