Everyone is in Pursuit of a dream. Let us guide you! www.finra.org, www.sipc.org Preservation of our quality of life is increasingly important as we all work toward retirement. While politics, changing regulations, and economic events become increasingly prevalent in the media, it’s hard to get a clear picture of our current financial state, much less our future. That is why we are here! It is bot
h our goal, and our priority, to put our client’s financial picture in focus. We use today’s advancements in technology, as well as our combined years of experience in the industry, as our foundation to provide our clients with the best possible service and attention. We are small enough that each client receives the individual attention they need and deserve, but big enough to have access to all of today’s most relevant economic and technological resources. 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. Pursuit Wealth Planning is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872. This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, ID, IL, IN, IA, MA, MI, MS, MO, MT, NV, NM, OR, SC, SD, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
