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Offerings for Businesses

For Businesses, Stratos Wealth Partners offers the following Products and Services:

Retirement Plans

  • Simplified Employee Pensions (SEP)
  • Savings Incentive Matching Plan for Employees (SIMPLE)
  • Individual 401(k) or Uni-k
  • 401(k)
  • Defined Benefit 403(b) and 457 Profit Sharing
  • Cash Balance
  • Non-Qualified Deferred Compensation
  • Employee Stock Owners Plan (ESOP)

Insurance Plans

  • Succession Planning
  • Buy/Sell Agreements
  • Disability Insurance
  • Key Person Insurance
  • Deferred Compensations
  • Non-Qualified Deferred Compensation
  • Group Long-term Care
  • 412i

Cash Management Services

  • Cash Management Strategies
  • Cash Management
  • Brokered CDs
  • Commercial Paper
  • U.S. Government Treasuries
  • Agency Discount Investments
  • Municipal Floaters

Personal Wealth Management

  • Separately Managed Account
  • Mutual Funds Account
  • Variable Annuity
  • Cash Management
  • Life Insurance
  • Charitable Giving
  • Real Estate Investment Trusts (REITs)