Individual Investors

Services

The capacity to translate vision into reality.

Investment Management

Agreements with multiple custodians
Discretionary Fiduciary Investment Management
Non-Discretionary Fiduciary Management
Assistance with Selection of Third-Party Asset Managers
On-Demand Performance Reporting online

Consulting and Planning

Fixed Price Consulting and Planning—project based pricing for planning and consulting. Hourly Consulting and Planning—on-demand hourly planning as needed

Online Interactive Comprehensive Financial Planning
Retirement Gap Analysis
Education Planning
Retirement Distribution Planning
Estate Planning Distribution Analysis
Scenario Modeling
Cash Flow/Budgeting
Business Planning
Succession Planning
Employee Benefits Planning
Company Stock and Stock Option Plan Analysis
Education Needs Planning
Tax Planning
Insurance Analysis
Risk and Reward Analysis/Asset Allocation
Personal Investment Policy Statement Assistance

Brokerage Services

Equity Analysis and Trading
Mutual Fund Analysis and Trading
Fixed Income Analysis and Trading
Alternative Investments (if appropriate)
Implementation of Insurance plans
Evaluation and Implementation of 529 College Savings Plans

Get In Touch

We create personalized planning experiences

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd. a registered investment advisor. Plan For Your Tomorrow Inc and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial.

Chartered Retirement Plan Consultant designations are conferred by the College For Financial Planning

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IN, MA, NJ, OH, TX, VA.

CA insurance License #0L67490

LPL Form CRS

Stratos Wealth Partners Form CRS