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)