Defined Plan Advisors
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We are focused on delivering retirement plan consulting services. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
07/20/2026
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.
07/15/2026
How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.
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Contact the business
Address
1012 11th Street, Suite 200
Modesto, CA
95354
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |