Broker Check

Our Firm

Established in 2002, Stratmore Financial Group is an independent financial services firm that focuses on helping clients improve their long-term financial independence by providing comprehensive and objective financial planning strategies . Our strategies are designed with the goal to help grow, preserve, and conserve our clients' wealth by delivering a financial level of personalized service and expertise. We focus on:

  • Educational Planning
    • 529 plans
    • Coverdell Education Savings Accounts (ESA)
    • Financial Aid Assistance Programs
  • Investment Planning
    • Investment Analysis and Management
    • Asset Allocation Selection
    • Tax Deferred and Tax Efficient Portfolios
    • ETFs
  • Risk Management and Insurance Planning
    • Life Insurance
    • Disability Insurance
    • Health Insurance
    • Long Term Care
  • Retirement Planning
    • IRA (Traditional/Roth)
    • IRA Rollovers
    • Qualified Plan Recommendations
    • Retirement Income Projections
  • Estate Planning*
    • Wills
    • Trust
      • Revocable
      • Irrevocable
      • Special Needs
    • Durable Powers of Attorney
    • Health Care Powers of Attorney

* These services may involve the necessity to refer you to an outside professional for implementation of any recommendations.  LPL Financial does not offer legal advice or services.