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.