OUR SERVICES

Can you imagine navigating a plane without a flight plan? Why would you try to map out your retirement without a wealth plan? Our Enhanced Services and Wealth Planning Team will help guide you from where you are today towards where you want to be in the future. We will review your current financial position and put together a final GPS. In short, we will help you chart your future and help plan for the retirement you've always wanted. Take a look at what is offered:

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• Investment Advisory Services

• Financial and Estate planning strategies

• Succession Planning for individuals and businesses

• Insurance and Risk Management

• Tax Planning Strategies

• Executive Compensation – Deferred Compensation

• Philanthropic and Charitable Gifting

• Retirement Planning and Wealth Preservation

 

Our Commitment

Our commitment to our clients is to help provide wealth management advice in a cost-efficient manner while providing dedicated personal service.

Experience

Our team has decades of years of combined experience in the financial services industry. Stratos has more than 75 home office staff members, who assist in the execution of services and offerings for my clients.

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Wealth Management

By incorporating information from our clients’ other advisors (e.g., accountants/attorneys, etc.), we work toward a seamless, successful long-term plan that strives to grow and preserve capital, minimize taxes, and pass assets to future generations, charities, or for other purposes in a cost-effective manner.

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Tax Planning Strategies

With input from clients and other professionals who serve them, our wealth management process focuses on managing investments in a tax efficient manner. Through knowledge of a client's tax rate; the timing of investment decisions; and the knowledge of where assets are “housed,” we seek to avoid unnecessary taxes and to manage cash flow.

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Risk Management

Client cash flow needs, obligations, unique family considerations and even age, are what we deem to be important considerations in determining an appropriate portfolio asset allocation. With that knowledge and by working closely with a client's legal, tax, and insurance advisors, risks can be mitigated, and the likelihood of long-term goal achievement can be enhanced.

 

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