Broker Check

Financial Planning

At Strata Financial Group, all aspects of your financial well-being are brought together into one integrated plan. We are a team of professionals with advanced credentials and training. Since 1998, we have been servicing a book of business for our clients that has grown to over $250 million1, which demonstrates Strata’s ability to manage wealth over time.

We work with you to gather, monitor, and continuously review every aspect of your financial situation. Each person is different, and that is why we have built a practice that can provide personalized solutions that best fit your unique situation.

Client Centered

Financial Planning Services

  • Investment Management
  • Retirement Planning
  • Social Security Planning
  • Tax Planning
  • Insurance/Risk Management Planning
  • Business Planning
  • College Planning
  • Budget/Cash-Flow Management

We have many business relationships that can assist you with:

  • Estate Planning
  • Tax Return Services

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

1AUM as of 5/31/2023