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.