Personal Financial Specialist
My financial plans offer actionable and tax-sensitive recommendations in the areas of:​
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Retirement planning
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Social Security Planning
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Estate Planning
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Risk Management
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Long term care
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Income tax planning strategies
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Legacy Planning/ Charitable Giving
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Investment Management
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Establishment of company retirement plans (401k, Defined Benefit Plan)
I work with both individuals who seek personal financial guidance and small businesses seeking to set up an employee benefits plan for their teams.
Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
The website is limited to the dissemination of general information pertaining to services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value. Please consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos, will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice, or from any other investment professional. If you have any questions regarding the information on this website, please consult with your financial advisor. No strategy assures success or protects against loss.
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