Money is a terrible master
but an excellent servant.
—P.T. Barnum
“
SIMPLE & BROAD-
BASED REPORTING
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Balance Sheet, Net Worth, and Cash Flow Reports
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Insurance Coverage Summary
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Estate Plan
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Consolidated Bank and Brokerage Account Reporting
LIQUIDITY
SERVICES
Assistance with Obtaining or Arranging:
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Budgeting and Bill Pay
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Mortgage and Home Equity
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Margin Lending Lines
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Secured Lines of Credit
ESTATE
PLANNING STRATEGY*
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Protection Strategies for your Assets
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Reviews of Trusts and Living Wills
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Special Needs Trusts
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Philanthropy
INVESTMENT MANAGEMENT
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Proprietary Investment Process
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Asset Allocation and Diversification
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Risk Management
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Scenario Analysis
FAMILY & PERSONAL
DYNAMICS
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Life and Career Coaching
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Honesty and Directness
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Difficult conversations with family members, associates
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Financial Literacy Education/Mentoring older children
PARTNERSHIPS
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CPAs/Accountants
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Attorneys
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Insurance
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Collaboration With Your Existing Financial
and Legal Partners
Diversification and asset allocation strategies do not assure profit or protect against loss.
Investing involves substantial risk. There is no assurance that the investment objective of any investment strategy will be attained.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Advisors and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.