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Financial Planning

At Strata Financial Group, we aim to integrate all aspects of your financial well-being into one plan. Since 1998, we have been servicing a book of business for our clients that has grown to over $300 million1, which demonstrates Strata’s ability to manage wealth over time. 

Each person has individualized needs, which is why we have built a practice on providing personalized solutions to best fit your unique situation. 

Our financial planning services encompass a broad spectrum of offerings all designed to ensure every aspect of your financial life is holistically covered. 

Investment Management

Maximizing your portfolio's potential using our hybrid approach of fee and commission accounts 

Retirement Planning

Securing your future with effective retirement strategies to prepare you for any scenario

Social Security Planning

Optimizing your benefits for retirement stability

Tax Planning

Strategizing to minimize liabilities and maximize returns

Insurance Solutions

Protecting your life, family, income and assets from the unexpected

Business Planning

Supporting your business goals with strategic insights on succession planning and buy/sell insurnace

College Planning

Preparing for education expenses through 529 or UTMA account 

Budget/Cash-Flow Management

Enhancing your financial control and stability

At Strata, we recognize that we may not directly provide every service you need, therefore we have a trusted network of professionals to assist you with Estate Planning and Tax Return Services, among other services as needed.  

Neither Osaic Weath, Inc., nor its registered representatives or employees, offer tax or legal advice.

1AUM as of 01/01/2024