COMPREHENSIVE FINANCIAL PLANNING
You Have More Goals
Than You Realize
We'll work together to figure out all of your goals, including some you may never have considered or thought about.
A Personalized Plan for You
Your financial plan will show how you'll achieve your goals, including what you should invest in and how you might implement other recommendations such as spending, saving, debt payoffs, insurance, estate planning, and more.
All Parts of Your Financial Life
All areas of your life become a focus of your financial plan so that you have a better chance of achieving your goals.
A Plan That Adapts to Your Life
As your life changes, your financial plan can be quickly updated so any changes or new recommendations can be implemented, making achieving your goals easier and more efficient.
COMPREHENSIVE
FINANCIAL PLANNING
You Have More Goals
Than You Realize
We'll work together to figure out all of your goals, including some you may never have considered or thought about.
A Personalized Plan for You
Your financial plan will show how you'll achieve your goals, including what you should invest in and how you might implement other recommendations such as spending, saving, debt payoffs, insurance, estate planning, and more.
All Parts of Your Financial Life
All areas of your life become a focus of your financial plan so that you have a better chance of achieving your goals.
A Plan That Adapts to Your Life
As your life changes, your financial plan can be quickly updated so any changes or new recommendations can be implemented, making achieving your goals easier and more efficient.
COMPREHENSIVE FINANCIAL PLANNING
FOCUS AREAS
GET A COMPREHENSIVE FINANCIAL PLAN
THAT COVERS ALL THE MAJOR AREAS OF YOUR FINANCIAL LIFE
Financial Possibilities & Goals
Define your financial aspirations, providing a clear roadmap to turn your dreams into reality.
Cash Flow & Budgeting
Optimize your spending and savings, empowering you to take control of your financial present and future.
Debt Management
Efficiently reduce and manage debt, freeing up capital to build wealth and achieve financial freedom sooner.
Emergency Fund
Ensure you have a robust safety net, protecting your financial well-being from unexpected life events.
Investment Analysis
Ensuring your investments align with your goals and risk tolerance for optimal growth.
Personalized
Investment Advice
Tailored investment recommendations designed to maximize your returns and accelerate your journey toward financial independence.
Equity Compensation Planning
Strategically manage your stock options and other equity awards, maximizing their value and minimizing your tax burden.
Employee Benefits Optimization
Make the most of your workplace benefits, enhancing your overall compensation and financial security.
Risk Management
Identify and mitigate potential financial threats, safeguarding your assets and securing your long-term financial stability.
College Education
Develop a plan to fund your children's education, securing their future and reducing financial stress.
Insurance
Ensure comprehensive coverage, protecting your family and assets from unforeseen circumstances.
Purchasing a Home
Plan for and guidance through the complexities of homeownership, helping you make informed decisions and achieve your dream of owning property.
Tax Planning
Proactive strategies to minimize your tax liability, leaving more money in your pocket to invest in your future.
Retirement Planning
Personalized roadmap for a comfortable and secure retirement, ensuring you can enjoy your golden years without financial worry.
Social Security
Understand and optimize your Social Security benefits, maximizing your income stream in retirement.
Real Estate Investments
Strategic real estate opportunities, helping you build wealth and diversify your investment portfolio.
Net Worth Tracking
Keep a clear picture of your financial progress, empowering you to make informed decisions and grow your wealth.
Estate Planning
Create a legacy that reflects your wishes, ensuring your assets are distributed efficiently and your loved ones are provided for.
Business Planning
Financial guidance for your entrepreneurial endeavors, helping you build a thriving business and achieve your professional aspirations.
Start Your Journey to Financial Freedom Today!
24/7 ACCESS TO FINANCIAL PLANNING TOOLS
24/7 ACCESS TO
FINANCIAL PLANNING TOOLS
With Strateon Intelligent Wealth, you can access your financial plan in financial planning software at any time, from budgeting tools to retirement outlooks, and more.
PERSONALIZED INVESTMENT ADVICE
PERSONALIZEDINVESTMENT ADVICE
Personalized Investment Allocation
Superior Risk-Adjusted Portfolios
Reduced Expenses & Fees
Tax-Efficient Portfolios
Goals-based Strategic Approach
Diversified Portfolios
Investment Education & Instruction
STRATEON INTELLIGENT WEALTH'SINVESTMENT PHILOSOPHY
STRATEON INTELLIGENT WEALTH'SINVESTMENT PHILOSOPHY
Strateon Intelligent Wealth's investment philosophy takes on a long-term strategic approach to investing while reducing expenses (fees and taxes) using low cost, superior risk-adjusted returns, and globally diversified investments.
Strateon Intelligent Wealth's investment philosophy takes on a long-term strategic approach to investing while reducing expenses (fees and taxes) using low cost, superior risk-adjusted returns, and globally diversified investments.
Tax-Efficient Portfolios
Tax-efficient portfolios help maximize your returns by minimizing tax liabilities, ensuring more of your investment gains contribute to your financial goals.
Lower-Cost Investments
Lower-cost investments, such as ETFs, provide cost savings that can enhance your overall investment returns by minimizing fees and expenses.
Risk-Adjusted Portfolios
Superior risk-adjusted portfolios optimize the balance between risk and return, ensuring you achieve your financial goals with greater stability and confidence.
Diversification
To better control the risk of your portfolio, your investments should be diversified across different industries and across the globe.
Goals-Based Strategic Approach
Your personalized portfolio is constructed with investment allocations that are designed with the intention to achieve your goals.
Value Investing
Value investing offers the advantage of buying undervalued stocks with strong fundamentals, providing potential for larger returns as the market corrects their prices over time.
Core-Satellite
Combine stability with growth potential by balancing a diversified core of low-cost, long-term investments with higher-risk satellite investments aimed at boosting returns.
Rebalancing
Portfolio rebalancing helps maintain your desired asset allocation, reducing risk and enhancing long-term returns by keeping your investments aligned with your financial goals.
Stocks vs Other Investments
Investing in equities (stocks) offers the potential for higher returns and growth compared to bonds or real estate, making them essential for long-term wealth accumulation.
Bitcoin, Crypto,& Digital Assets
Investing in digital assets offers the potential for high returns, portfolio diversification, and exposure to innovative financial technologies and decentralized markets.*
FREE PERSONALIZED FINANCIAL ASSESSMENT
FREE PERSONALIZED
FINANCIAL ASSESSMENT
Still Not Sure?
Strateon Intelligent Wealth offers a complimentary Personalized Financial Assessment
If you're not quite sure Strateon Intelligent Wealth is the right financial planner and investment advisor for you, or if you even need one, you can get a free assessment to answer those questions and more. Find out more about Strateon Intelligent Wealth's Personalized Financial Assessment – with NO COST and NO OBLIGATION.
