We firmly believe that retirement isn't the time to worry about money. It's the time to live out your dream. Our planning process includes these 3 steps:
We want to understand your needs for retirement and what you want to during these years. Want to go on a big trip? Buy a new car? We'll help you make that happen.
There are many things that could happen during your retirement that may affect your finances. Factors such as inflation or changes in the stock market, to name a few. We want to ensure that you're prepared in case something like this happens.
We want you to be prepared for the challenges you know you'll face in retirement. For instance, if you anticipate needing coverage for long-term care, we'll factor that into your plan.
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor or attorney or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company are unaffiliated entities.