Defined Plan Advisors

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Defined Plan Advisors We are focused on delivering retirement plan consulting services. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

With over 40 years of combined experience working with corporate retirement plans, you can rely on us to be central to your 401(k) plan. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Defined Plan Advisors or Retirement Plan Advisory Group. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
10/14/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Is the market rally broader than it appears? In the latest Markets in a Minute, Kara Murphy, CIO, KIM, examines why a ha...
10/13/2026

Is the market rally broader than it appears? In the latest Markets in a Minute, Kara Murphy, CIO, KIM, examines why a handful of sectors are driving market gains, what's behind the recent bond market selloff and how higher oil prices could impact inflation, interest rates and investors in the months ahead.

Read more in this week’s Markets in a Minute.

Review third-quarter market performance, including stock and bond trends, rising interest rates, inflation pressures, and key risks shaping the economic outlook.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
10/12/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/09/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Do you know the difference between a credit lock and a credit freeze?
10/07/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Check out this video on taxes.
10/05/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

10/02/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s...
09/30/2026

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s Market in a Minute, Kara explores why consumers say they’re worried while continuing to spend, and how a growing divide between wealth-driven and wage-driven households is reshaping the economy. She also discusses why labor markets and credit trends may matter more than sentiment surveys when evaluating the outlook for consumer spending.

Consumer sentiment is weakening, yet spending remains strong. Explore how the growing divide between asset owners and wage-dependent households is shaping the economy.

09/30/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

09/28/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

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

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