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Our Services

Individual Wealth Management

Our Team is dedicated to sharing Principles of Asset Allocation and Wealth Management to aim to create and maintain your family's income throughout Retirement.

 

- Personal Investments

- Risk Management (Life and other Insurances)

- Long Term Care Planning

- Coordination of Estate Planning

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Business Owner Financial Planning

The Financial Landscape for the Business Owner is always in flux.  In order to stay on top of your Business Plan and ahead of the competition, a solid Financial Plan can help you manage your time more efficiently.  Our specialized services include...

 

- 401k Co-Fiduciary Management

- Defined Benefit Pension Planning

- Cash Balance and other Profit Sharing Plan Designs to work toward maximizing Tax Deductibility

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Legacy Planning

We enjoy building trusted relationships that span generations through...

 

- College Planning

- Coordination with your Legal Team to aim to protect and pass your Legacy

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Tactical Income Portfolio

Given currently low interest rates, it can be difficult to create a significant income return from CDs, Fixed Annuities, and other conservative products. 

For that reason, we have partnered with BlackRock to create a customized Liquid Client Portfolio that is designed to hopefully outperform cash, yet remain more accessible than your 401k, IRA, and other Retirement Assets.  Please contact a member of our Team for more details. 


BlackRock, Stratos Wealth Partners and LPL Financial are separate and unaffiliated entities.

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Donor Advised Funds

If one of your goals is to lower your tax bill for the current year, one strategy that may be implemented is the use of a Donor Advised Fund. 

Our team has access to multiple platforms that will help build your Portfolio and aim to ultimately lower your tax bill.  Please contact a member of our Team for more details. 

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Trusts

One strategy to retain control of your assets at your passing is to implement a Trust.  If you work with any law firm to create a Trust, we have access to multiple Corporate Co-Trustees that may help manage your funds.  Please contact a member of our Team for more details. 


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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