Secure your future, build your wealth

Smart financial planning and insurance solutions designed to protect your future and grow your wealth with confidence.

Steven M. Stratton, LUTCF

Insurance and Financial Services

RIA-Registered Investment Advisor Representative & Insurance Specialist.

Since 1984 I have focused on assisting my clients with the design and implementation of Tax Efficient Investment & Wealth Accumulation Strategies.

Additionally, I have significant experience with risk management products such as Life Insurance (all products), Disability Income and Long-Term Care planning and policy design.

Fiercely Independent and Carrier Agnostic!

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Insurance and Advisory

Services

Investment Planning

Build a confident financial future with a personalized investment strategy aligned with your goals, risk tolerance, and timeline.

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Insurance

Insurance is the foundation of a strong financial plan. We’ll help you find the right coverage to protect your income, your family, and your legacy—no matter what life brings.

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Business Protection

Safeguard your business against the unexpected with tailored protection strategies from key person insurance to succession planning.

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Partners

Financial and Insurance Services

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Work with a financial and insurance services expert with over 40 years in the industry to help you achieve your goals.

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