FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
In our complex modern age, many financial planning strategies must come together to form a complete picture for our clients. Missing a single aspect can have far reaching effects that can take years to recover from. At Strada Wealth Management, we treat financial planning strategies as an ongoing holistic process, not a one time event. We focus on our clients entire financial portfolio, forging long term relationships with a client centered philosophy. We have identified 11 Wealth Management Areas that are pertinent to many of our clients. While all 11 areas may not affect every client, our research has shown that at some point in their lives, virtually everyone is affected by these:
Investment NeedsInsurance NeedsRetirement Income NeedsIncome Tax IssuesEmployee Benefit AnalysisHealth Care PlanningCorporate Stock Option Plan IssuesBusiness Succession Plan IssuesGifting to Heirs and CharitiesExecutor/Successor Trustee IssuesDeath Distribution Issues
With experience in taxation as well as financial management, Strada Wealth Management is uniquely positioned to address our clients changing needs. Our commitment is to work with our clients to develop a holistic Wealth Management Plan using a disciplined approach to solving the various issues our clients face.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Working independently or in conjunction with your other professional advisors, We can help you execute a sound long term financial program to address your needs.