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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. 

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 a SPW advisor and find out how we can tailor your finances to you
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