Stratos Wealth Partners - Prescott
When it comes time to make major decisions that affect your finances, it is invaluable to have an experienced advisor in your corner. Stratos Wealth Partners provides the advice you need. Our team, with decades of experience, focuses on building long-term relationships with our clients to find solutions for their needs, as well as collaborating with other professionals to plan for your future.
What sets us apart is a dedication to our clients’ well-being. Ours is a culture that traces back to the Prescott offices of A.G. Edwards & Sons in the late 1990s when our team came together. Since then, we have offered investors unbiased advice and the broadest range of investment and planning options available, continuing today with our partnership at Stratos and LPL Financial.
Located in the old Santa Fe Depot train station in Prescott, Arizona, the heart of the financial district going back a century, you’ll find experienced advisors that can help you get your future on track.
Call us today for a no-cost, no-obligation second look at your portfolio – 928 460 5507.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
There are four very good reasons to start investing. Do you know what they are?
However exciting retiring abroad may sound, it deserves considerable planning.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investors seeking world investments can choose between global and international funds. What's the difference?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.