Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to achieve multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
At Stratos Wealth Partners we take the time to develop a clear policy of your intentions to address your investment goals and objectives regardless of market conditions. Often referred to as an “investment policy statement,” we have found that those who clearly define and commit their position to paper have a distinct advantage in weathering the inevitable fluctuations that are a reality in today’s investment marketplace.
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes. We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.
LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.