One Firm; All Your Financial Solutions; Tailored To You
FINANCIAL PLANNING
It All Starts With A Plan
Financial planning goes beyond just crunching numbers—it's a lifelong journey. Life is full of twists and turns, and so is your financial plan. As you grow and your goals shift, your plan evolves with you, adapting to ensure you're always on the right path.
Our goal is to walk alongside you in life, help navigate the choppy financial waters, and set a course for success.
Our process starts with you. Our financial planning process starts by spending time meeting with our clients and learning so much more about them than just their numbers. Who they are as people, what they love, what makes them excited, worried, happy, calm – all goes into our planning process. So much about money is emotional and psychological.
PLANNING AREAS
Comprehensive Wealth Management
Tax Planning
Retirement Income Planning
Retirement Accumulation Planning
Investment Management
Estate Planning
Social Security & Medicare
Stock Options/Employee Benefits
Life Insurance
Risk Management: Insurance Planning
Business Owner Planning
Succession Planning
College Planning
Other
TAX PLANNING & PREPARATION
Saving Today for a Brighter Tomorrow
Taxes are a part of life, but they don’t have to be overwhelming. At Stratos CA, our priority is you. We’re here to help you feel confident and in control with a tax strategy designed to protect your hard-earned money while keeping you fully compliant with tax laws. We take the time to understand your unique financial picture—your income, assets, retirement plans, and more—to find personalized opportunities for savings. With over 40 years of experience, our in-house team of licensed tax professionals is here to make tax preparation stress-free. By providing all financial services under one roof, we simplify the process, so you can focus on what matters most. Your financial success is our top priority - let's create a tax strategy that supports your future!
Our process begins with you. By exploring your money personality and understanding your comfort with risk, we create a tailored investment portfolio that aligns with your unique aspirations. This personalized approach ensures that your investments not only reflect your financial goals but also resonate with your values. Together, we’ll build a roadmap that empowers you to pursue your dreams and cultivate lasting growth on your financial journey.
Types of returns we prepare - No matter how simple or complex your tax situation is, we’ve got you covered. From individuals to businesses of all sizes, we prepare every return with precision and strategy—so you can move forward with confidence and clarity.
Tax preparation services offered through Stratos Wealth Partners are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.
PLANNING AREAS
Individual/ Family Tax Planning
Real Estate Investors Tax Planning
Inheritance Tax Planning
Trustee / Fiduciary Tax Planning
Legacy Planning
Estate Tax Planning
Business Owner Planning
RETURNS WE PREPARE
Individual 1040
Partnership / LLC
C Corporation 1120
S Corporation 1120S
Estate 706 R
Gift Trusts
Irrevocable Trust
Grantor Trusts
Non-Profit 990
INVESTMENT MANAGEMENT
Empower Your Tomorrow
Our investment management process is simple. We build customized portfolios designed to deliver risk-adjusted returns, using a thoughtful blend of index funds, ETFs, individual stocks, bonds, and alternative investments. With a strong emphasis on diversification, asset allocation, and tax-efficient strategies, we aim to help your money work smarter. We take the time to understand your unique risk tolerance and family index number, allowing us to craft an investment strategy that aligns with your goals and supports your long-term financial plan.
Our process begins with you. By exploring your money personality and understanding your comfort with risk, we create a tailored investment portfolio that aligns with your unique aspirations. This personalized approach ensures that your investments not only reflect your financial goals but also resonate with your values. Together, we’ll build a roadmap that empowers you to pursue your dreams and cultivate lasting growth on your financial journey.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not protect against market risk.
PLANNING AREAS
Individual Investment Accounts
Trust Accounts
Revocable Trusts
Irrevocable Trusts
Roth IRA Accounts
Traditional IRA Accounts
529 Plans
Employer Retirement Plans
401k Plans
Annuity Plans
Other
TRUST & ESTATE PLANNING
A Family-Centered Approach
It’s about the people you love, the values you’ve lived by, and the legacy you want to leave behind. It’s not just a matter of legal documents—it’s a reflection of your life’s journey and the impact you hope to have on future generations.
We’re here to walk alongside you with care, clarity, and compassion. Our mission is to ensure your wishes are honored, your assets are safeguarded, and your story is passed down with intention and love.
Your unique experiences shape how you approach estate planning, and we're here to guide you. We'll help you and your family have meaningful conversations about money and values, then create a personalized strategy aimed at minimizing taxes and preserving your legacy. With a plan in place, you'll have confidence knowing your wishes will be honored and your loved ones cared for.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Stratos CA and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
PLANNING AREAS
Beneficiary Designations & Types of Accounts
Life Insurance Trusts
Grantor Trusts
Irrevocable Life Insurance Trusts
Charitable Remainder Trusts
Estate Planning Intra-Family Loans & Notes
Disability Planning
Gifting Strategies:
Gift Trusts
Lifetime Exclusion Gifts
Charitable Gifts
Trust Planning Strategies
