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)