Why Kestra?


Kestra provides us with the resources, technology, and compliance infrastructure of a large financial institution, while allowing us to remain fully independent and client-focused. This means you get:

• Deep Research & Insights
  A nationally recognized research team that delivers timely market analysis, investment strategies, and due diligence — all of which strengthen the recommendations we make to you.

• Advanced Tools & Technology
  A nationally recognized research team that delivers timely market analysis, investment strategies, and due diligence — all of which strengthen the recommendations we make to you.

• Compliance & Oversight
  A strong regulatory framework that ensures your investments are safeguarded under rigorous industry standards.

• Breadth of Resources
  Access to a wide range of investment options, products, and strategies that help us tailor solutions to your unique goal

What This Means for You
Our partnership with Kestra allows Coastal Life to deliver the best of both worlds: the personalized guidance of a local, independent firm, paired with the scale and expertise of a national leader. It’s one more way we ensure that your financial plan is built on clarity, confidence, and trust.