FREE PERSONALIZED FINANCIAL ASSESSMENT
Take the First Step Toward
Greater Financial Clarity and Confidence
Many people wonder whether they’re truly on track to achieve their financial goals — but few take the time to get an objective, professional evaluation. With a FREE Personalized Financial Assessment, Strateon Intelligent Wealth can provide you with clear answers to the questions that matter most. And there's absolutely NO OBLIGATION!
What is a Personalized Financial Assessment?
This FREE, NO-OBLIGATION Personalized Financial Assessment provides a personalized review of your current financial situation. Whether you’re preparing for retirement, evaluating your investments, looking for tax-efficient strategies, or trying to achieve other goals, this assessment will help identify opportunities to improve your financial outlook.
What to Expect
During the assessment, we’ll address key questions such as:
Are you on track for retirement and other long-term goals?
Gain clarity on whether your current savings, investments, and strategies align with the future you envision.
Are there improvements that can be made to your investments?
Receive an objective review of your current investment portfolio to identify potential risks, inefficiencies, or areas for growth.
Can you reduce your tax liability?
Explore tax-efficient strategies that can help you minimize taxes over time and keep more of what you earn.
Can you improve your financial situation?
Uncover actionable areas where you can improve your financial situation, tailored to your unique circumstances and goals.
There is NO COST and NO OBLIGATION — just objective insights to help you make an informed decision.
To prepare for your Personalized Financial Assessment, you should be ready to provide financial information during or before the meeting, including:
- Family members (including birthdates)
- Desired retirement age(s)
- Gross income (before taxes)
- Annual amount of equity compensation received (for each spouse, if married)
- Amount of cash in checking and savings accounts
- Amount of investments in brokerage accounts and approximate allocation for each spouse (i.e. 60% stocks, 40% bonds)
- Amount of investments in 401(k) (or similar) account and approximate allocation for each spouse (i.e. 60% stocks, 40% bonds)
- Amount of investments received from equity compensation (for each spouse, if married)
- Amount of investments in traditional IRA accounts and approximate allocation for each spouse (i.e. 60% stocks, 40% bonds)
- Amount of investments in Roth IRA accounts and approximate allocation for each spouse (i.e. 60% stocks, 40% bonds)
- Amount of investments in 529 plan accounts and approximate allocation for each child (i.e. 60% stocks, 40% bonds)
- Description of investments in digital financial assets (Bitcoin and crypto).
- If you have a primary home, the value of the home and the amount and terms of the mortgage (starting balance, year started, length, interest rate)
- If you have a primary home, the amount of your annual property tax, homeowners insurance, and annual maintenance
- Any additional real estate properties you have, and the amount of rent (if they are being rented), property tax, insurance, and maintenance
- Any loans or debt you have (including additional mortgages for real estate, auto loans, personal loans, etc.)
- Annual amount you contribute to a 401(k) (or similar) (each spouse, if married) and the employer’s match
- Amount you contribute to an HSA (each spouse, if married) if you have one
- Annual amount you contribute to a traditional IRA
- Annual amount you contribute to a Roth IRA
- Annual amount you contribute to each 529 plan (if you have a 529 plan)
- Living Expenses (excluding taxes, savings, debt payments, homeowners insurance)
- Any other specific goals you have in mind.
If you don't want to provide this information at this time, an Introductory Meeting would be more suitable.
Why This Personalized Financial Assessment is Being Offered
Strateon Intelligent Wealth's mission is to provide holistic, unbiased, objective financial guidance and investment strategies, with a belief that everyone deserves to understand where they stand and how they can improve, with no obligation. Whether you choose to work with Straton Intelligent Wealth beyond the assessment is entirely up to you.
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
Schedule your free Personalized Financial Assessment below. If you can't find a time that works for you please reach out to me directly and we'll find a time that works for both of us.
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
Schedule your free Personalized Financial Assessment below. If you can't find a time that works for you please reach out to me directly and we'll find a time that works for both of us.
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
Schedule your free Personalized Financial Assessment below. If you can't find a time that works for you please reach out to me directly and we'll find a time that works for both of us.
