Products & Services

I offer a comprehensive suite of services designed to address your unique needs and specialize in retirement planning. My services include:

Investments and Asset Management

This is my specialty. Designing customized portfolios to match your specific goals, risk tolerance and time frames is what I am passionate about. And at Stratos Wealth Partners, a client’s investment options are not limited to what’s available through one firm, or one firm’s “best” option. We can tap any number of different providers to present what we believe are the best offerings available in the market. Once a client’s plan is set in motion, I provide ongoing monitoring, rebalancing and consistent communication.

Income Planning

Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. I can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

Social Security

As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? I understand the complexities of Social Security and can address my clients’ questions.

Estate Planning

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. I can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Insurance

As individuals age, the need for insurance may increase. Products like life and long-term care insurance are two ways individuals can protect their family and assets. With so many available programs and plans, it can be difficult to determine an appropriate solution. I can help clients determine appropriate options.

Investments

• Bonds
• Common Stock
• Preferred Stock
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable, Fixed & Fixed Indexed Annuities

Financial Planning

• Retirement Plans
• Tax Plans
• 401(k) Rollovers
• 403(b) Rollovers
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Insurance

• Life Insurance
• Long-Term-Care Insurance