Products & Services

How We Work

We always strive to keep our fees low and competitive.

We provide assistance in the following areas:

Financial Planning

Retirement Plans
Tax Planning Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Planning Strategies
Profit Sharing Plans

Investments

ETFs
Mutual Funds
Bonds
Common Stock
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Managed Accounts
Treasury Bills
Government Securities
Treasury Notes
Annuities

Asset Managers

Vanguard
Fidelity
Blackrock
Pimco
First Trust
State Street Global Advisors
Select Sector SPDRs
Franklin Templeton
American Funds
and more....

Insurance

Life Insurance
Long-Term-Care Insurance

Custodians

LPL Financial

For more information about our practice and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

dwelch@stratoswp.com | (928) 325-0271