About Palestra Financial
Comprehensive Financial Planning Firm We engage all areas of finance: Retirement Planning, Business Planning, Family Planning, Investments (stocks, bonds, mutual funds, ETFs, REITs, UITs, SMAs, UMAs, etc), Direct or Brokerage access, Insurance, College Planning, Estate Planning, Tax Planning. We specialize in simplifying the complex world of finances. From accumulation to preservation to distribution ... our lifecycle planning IS the "Financial Structure You Deserve(TM)". ~Damon Palestra (Founding Owner) Specialties Accumulation Strategies, Preservation Strategies, & Distribution Strategies ... Investments, Insurance, Wealth Management
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