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SERVICES

TAX-EFFICIENT RETIREMENT &
INCOME DISTRIBUTION PLANNING

If you're like most Americans, you're concerned about retirement.

Whether you plan to fully retire or not, one thing is certain....you’ll need money. Not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Stratos, we help you establish a strategy that if followed, will help you develop a tax efficient means of receiving funds and not outliving your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Lifetime Income Strategies (Income Allocation)

  • Traditional IRA

  • Roth IRA

  • 401(k) and 403(b) Considerations

  • Defined Benefit Plans

  • Fixed Annuities

  • Fixed Index Annuities

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OFFICES IN AKRON & BROADVIEW HEIGHTS

291 North Cleveland Massillon Road, Suite 100

Akron, Ohio 44333

(440) 907-6052

1929 E. Royalton Road Bldg. A
Broadview Heights, Ohio 44147

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LPL Financial Form CRS

 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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