Are You Elevating Your Financial Strategies?
With all the financial options and information available today, it has become increasingly difficult for individual investors to make smart financial decisions. Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Stratos Wealth Partners, Liam B. Guiney, CFP® will build a personalized financial roadmap that supports you on your journey toward your desired destination. Your CERTIFIED FINANCIAL PLANNER™ seeks to simplify complex financial terms of investment options, offer honest advice and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.Contact Us
We are a team of experienced professionals ready to help you elevate your financial strategies.Learn More
Our Educational Approach takes the mystery out of planning your financial future. Your best Interest always comes first.Learn More
As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn a little about worldwide currency in this fun infographic
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding how capital gains are taxed may help you refine your investment strategies.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.