It all starts with a plan.

Our greatest desire is for you to be able to sleep at night while adequately working toward your objectives. Our starting point is to develop a thoughtful and actionable plan that aligns your life with your financial goals. Below is a list of services that may be addressed in the Strata Wealth 360 Planning Process®.

Strata’s comprehensive financial planning services

Financial Independence Planning

Determine how much you need to achieve and maintain the lifestyle you want.

Holistic Investment Planning

We aggregate your investable assets and provide advice on all of them, whether we manage them or not.

Estate and Asset Protection Planning

From helping establish trusts and charitable foundations to estate tax minimization, we develop solutions to protect your family’s interests and wishes.

Business Succession Planning

Leave your business when you want, to whom you want, and in a manner that accomplishes both your financial independence and life goals.

Survivor Planning

Help ensure your family will be in a good place, financially, in the event of your premature death.

Education Planning

Fund your children’s and grandchildren’s education.

Disability and Long-Term Care Planning

Protect yourself and your loved ones from financial strain should you become disabled.