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.