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
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Six overlooked tax deductions to help manage your tax bill.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The federal government requires deceased individuals to file a final income tax return.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Tax preparation may be the perfect time to give the household budget a check-up.
Don’t overlook the need for renter’s insurance if you rent your home.
It's important to understand the pros and cons when considering a prepaid debit card.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you have causes that you want to support with donations? Here are three tips.