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 Click for an Introduction 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 Contact for a free Analysis 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 Let's get started 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. Contact Us 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. Learn more 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. Click for More Information Have a Question Name Email Address Phone Question Thank you! Oops!