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Offering you an experienced and knowledgeable partner that works to help you build toward real and lasting financial security for your organization and your people

CORPORATE RETIREMENT PLANS

What is your main objective when reviewing your corporate retirement plan?

Fees - Fiduciary Support - Investment Selection - Participant Education - Plan Design

 

I partner with the largest providers in the industry, and work solely in your interest to offer

transparent fees, streamlined operational support, and an expanded investment menu.

I maintain complete fiduciary independence and provide you with personalized advice.

 

Personalized Retirement Plan Benchmarking Report

Many of the businesses I meet with believe they have a plan that is working “fine”.

Providing clarity on your current plan fees, fiduciary liability, administrative burden, and

investment quality can be crucial points when considering what makes a plan go from good to great.

 

 
Good to Great in 3 easy steps- all we need is your: 

  • Plan Level Fee Disclosure

  • Asset Statement

  • Summary Plan Description

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ADVANCED PLANNING

DEFINED BENEFIT PLAN  

Whether you have a traditional pension, cash balance, or hybrid plan, my goal is to design your company’s benefits to be tax efficient and maximize your savings capability while seamlessly integrating with your retirement plan.

  
DESIGNATED BROKERAGE WINDOW SERVICES  
Specifically designed for your employees wishing to invest outside of your plan’s lineup. Experience the difference with employee trade monitoring and consultative support designed to help minimize risk for your business and expand your employees’ options. 


NONQUALIFIED PLANS 

Attract and retain top executive talent with an industry leading benefit designed to help meet your employees’ needs, no matter how complex. I offer nonqualified plan services that combine purpose-built technology, dedicated support, and seamless integration with your plan.  

  
EXECUTIVE BENEFITS

Structured solely for the benefit of the business owner and key executives. 
 

STOCK PLAN SERVICES 
Help your equity program become a powerful tool to create long-term value for your business. Fuel employees’ pride about being invested in your company with flexible support for your company’s employee stock purchase plan and equity awards.

BUSINESS CONTINUITY

Let’s connect the “what ifs” of your business with the “what now” of planning:  
 

  • What if my key employee leaves?   

  • What if my partner passes away?

  • What if I want to sell sooner than expected?

Corporate Retirement Planning

Benchmark
Report

Offer Your
Team More

Review Your Contingency Plan

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12348 High Bluff Drive, Suite #240
San Diego, CA 92130

Direct: 858.952.1858​

 

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

 

Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

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