Retirement Planning
We design retirement income strategies, navigate social security and healthcare decisions and leave a lasting legacy
Services Include:
- Incorporating and navigating your hobby career
- Help designing your ideal retirement lifestyle
- Staying on track throughout your retirement
- Social Security Optimization
- Healthcare & Medicare Education and access to professional review
- Long-Term Care Considerations
- Run financial planning strategies for the various retirement options, ensuring you have enough saved
- Retirement test run (stop saving and start spending before you retire)
- Designing a tax efficient income with your tax professional and distribution strategy to provide for your “retirement paycheck” (how much should you take and from which accounts)
- Partner with your CPA or tax professional on tax saving strategies
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 a SPW advisor 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.