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Objective Investment Advice...Helping You Make Better Investment Decisions

Services

Overview


Stratton Advisors primarily works with clients through long term retainer relationships.  Things change in life and in the world.  The retainer offers continuity to clients who value staying on track during the ups and downs of life experiences.


Full Service Retainer

The Retainer supports your financial life throughout the year and gives you peace of mind.. The retainer serves you with structured, wide-ranging financial, retirement, and tax planning and tax preparation. The open retainer enables you to check in at any time when you have questions or new challenges come up in your life. The retainer is offered at an annual fee that is based on your income, the amount of your assets, and the complexity of your situation.

It Supports Your Needs. The Full Service Retainer is a long-term relationship with Stratton Advisors to help you stay on track to reach your goals.  A wonderful outcome is for you to focus more on living your life and less on worrying about money matters.

Financial Life Review

The Financial Life Review is the first opportunity to work with Stratton Advisors.  It is a two hour appointment focused on your two or three most acute financial questions.  A typical question is "Am I on track for retirement?"   The Review offers an expert assessment of your current situation and outlines good next steps for you to take.  After the Review you can implement the recommendations on your own or with the help of Stratton Advisors through a retainer engagement.  

Consultation

Stratton Advisors may offer a consultation at an hourly rate. The fee is determined by the scope and complexity of the project.  Stratton Advisors offers this service on a discretionary basis.