Dustin Lester

Dustin Lester

Dustin Lester

Financial Advisor

480-745-7889

dlester@pfcadvisory.com


Dustin Lester Provides quality financial solutions and services to clients who seek professional advice and value relationships based on trust and integrity.  He uses a consistent process with each client that allows him to provide holistic financial advice that is independent.  Dustin is active in the community serving on the Board for NAIFA (National Association of Insurance and Financial Advisors), as well as participated in raising money for East Valley Boys and Girls Club, Valley of the Sun Habilitation, and his local church.  Dustin Lester provides advice and expertise in the following areas of emphasis:

 

- Corporate Retirement Planning

  • ESOP
  • 401(k)
  • Defined Benefit Pension Plans
  • Deferred Compensation
  • Profit Sharing

- Charitable Giving Strategies

- Estate Conservation Strategies

- Education Funding Strategies

- Fee Based Wealth Management

- Pension Payout Alternatives

- Pension Transfers/Rollovers

- Financial Planning

- IRA Consolidation/Rollovers

- Annuities

- Life Insurance

- Long Term Care Insurance

- Mortgage Protection (funded by life insurance and disability income insurance)

- Lump Sum Pension Distribution

- Mutual Funds, ETF’s and Stocks

- Tax Sheltered Annuities, 403 (b) Plans

- Group Benefits

- Income generating strategies

  • CD alternatives
  • Individual Bonds
  • Brokerage CD’s
  • SPIA’s
  • REIT’s
  • Alternative Investments

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

http://brokercheck.finra.org/.



Progressive Financial Concepts

Main 480-745-7882

Fax  480-773-6802

8722 E. Via De Commercio

Scottsdale, AZ 85258

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.

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