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Financial Planning

Transform your financial resources into a coordinated action plan to reach your goals. Monitor and adjust over time for an enhanced wealth management experience.

Services Include:

  • Financial Organization
  • Probability of success stress testing and “what-if” scenario planning
  • Cash Flow, Budgeting, and Reserve Planning
  • Debt Management
  • Goals Assessment and Prioritization
  • Savings Optimization
  • Social Security Optimization
  • Charitable Giving Planning
  • Psychology of Wealth & Decision-Making Strategies
  • Open Enrollment Assistance (Medicare, employer benefits, private insurance)
  • Portfolio Distribution Strategies
  • Education and College Planning
  • Wealth Transfer - Estate Planning, asset titling, gifting, gift and estate tax mitigation
  • Insurance – life insurance, disability insurance, long-term care, property & casualty insurance, etc.
  • Real estate and liabilities- analysis, education, tracking

What you can expect from us,

should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary. 

Ambassador Call
No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
Introductory Meeting

We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

Custom Plan Design
With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Take the next step

Schedule time to speak to one of our advisors and find out how we can tailor your finances to you
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