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.
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.
Take the next step
Schedule time to speak to one of our advisors and find out how we can tailor your finances to youNeed to up your finance game?
From investment strategies, market updates, to tips, tricks and, tax planning- our advisors write regularly on our blog aiming to simplify a variety of complicated topics. No jargon, or hard to follow terms, just real help written by real humans.