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Products & Services

How We Work

We always strive to keep our fees low and competitive. We can work for you on an hourly, commission or fee only basis.

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

  • Fidelity
  • LPL Financial

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

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