Our Services

While developing a customized financial program, we will walk you through a step-by-step process to help give you confidence in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:


Retirement planning 

  • Make the most of your employer-sponsored retirement plans and IRAs.
  • Determine how much you need to save to retire comfortably.
  • Manage your assets before and during retirement. 

Tax management 

  • Look for ways to help reduce your current and future tax burden.
  • Refer you to qualified tax specialists as well as conducting “tax loss harvesting” within taxable accounts when appropriate. Conducting IRA conversions when appropriate too.

Estate planning 

  • Review your Wills and Trusts.
  • Preserve your estate for your intended heirs.
  • Reduce exposure to estate taxes and probate costs and select the appropriate beneficiary designations.
  • Utilize gifting strategies and Qualified Charitable Distributions (QCD's).
  • Coordinate with your tax and legal advisors or refer you to one of our qualified team members if necessary. 

Risk management 

  • Review existing insurance policies (Life, Health, Medicare, Social Security Claiming Strategies, Disability, Long Term Care, P&C as well as Umbrella Insurance) etc.
  • Ensure you have the best policy for your situation and update policy changes when appropriate.  

Education funding 

  • Save for your children's education and set up Ohio 529 plans through recommended investment and accumulation strategies.

Investment Planning 

  • Determine your asset allocation needs.
  • Understand your risk tolerance.
  • Help you reach goals by utilizing the appropriate investment vehicles. 

Budget Planning  

  • Pay Yourself First and maximize contributions where one can (Employer as well as Personal Plans). 
  • Understand cash flow and spending habits as we will help guide you through the maze.


Stratos Wealth Advisors, LLC. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.