No matter where you are in life, JT Stratford has the tools and resources to help you reach your goals.
Since its inception in 1995, JT Stratford has focused on providing unbiased, conflict-free investment advice and unrivaled client service.
We act as fiduciaries – we put our clients’ interests first, not investments that seem “suitable” as judged by many brokerage firms. We offer:
JT Strafford also offers personal policies for individuals and business owners such as life, long term care, disability and Medicare eligible products.
JT Stratford offers clients comprehensive employer benefits consulting services including group health, dental, disability, life and supplemental insurance coverage. We help expedite the process of quoting, plan design, negotiations, implementation, and enrollment as well as administration of all insurance products.
In addition, JT Stratford provides sophisticated retirement programs for the corporate, professional and governmental markets. We specialize in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, and profit sharing arrangements.
We can act as an independent investment manager under ERISA(3)(38) that specifically accepts its fiduciary status and discretion – in writing. Under this delegation, you, the plan sponsor, will not be under any obligation to invest or manage any assets of the plan that the investment manager is responsible for investing.
New to the industry? Want to learn more about career opportunities? From proven training and state-of-the-art technology to innovative resources, JT Stratford provides the tools that enable you to get established and reach your full potential.
And for established professionals, we offer an entrepreneurial culture to strengthen and grow your business. Whether you want to join a branch, start your own office, transition your practice or implement a change of control, JT Stratford can help you reach your next level of performance.
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