Building a Brighter Financial Future

What are your hopes and dreams for the future?  Of course, being able to provide for yourself and your family is paramount, but you also may aspire to bigger goals - your children's education, a nest egg for retirement, a second home, or perhaps an exotic vacation.

To achieve those goals, you'll need a financial plan – and you'll need to make a long-term commitment to accomplish them!  A JT Stratford financial planner can provide valuable assistance in doing both.  We help you: 

  • Assess your current financial status, including your income, investments, assets, liabilities, insurance coverage, tax situation, and estate plan;
  • Set goals that are both ambitious and reasonable;
  • Account for changes in your personal circumstances (births, deaths, marriage, or divorce);
  • Address weaknesses in your current investment and retirement planning; and,
  • Develop a comprehensive plan to suit your current needs and future desires.

While you could do this yourself, few people, even those who are sufficiently savvy about financial matters, have the time, expertise, and inclination to do all that's required.   And even if you're determined to tackle your financial objectives on your own, you could need a push to get you started.  What's more, an objective third party, such as a JT Stratford financial advisor, may add a valuable new perspective to your own outlook - you might benefit from having someone review key decisions about your financial future.

 

The Financial Planning Process

Financial planning is a multi-step process that provides you with two important things:

  (1) An in-depth review of your current financial situation, and

  (2) a blueprint that shows you how to achieve your goals and objectives for the future.

At JT Stratford, the financial planning process consists of four distinct steps: Discover, Plan, Implement, and Review. It is important to remember that financial planning is a process – not an event.

 

Our Services

To help you reach your important goals, our services include:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Financial Seminars for Military, Church and Civic Groups
  • Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits

 

Remember, you don’t have to have a fortune to start building one!  Today is always the best time to get started.  Whether you are building assets for the future or seeking to protect, enjoy, and pass on what you already have, JT Stratford’s Financial Planning Services can help you along the way.

 

Our Services

To help you reach your important goals, our services include:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Financial Seminars for Military, Church and Civic Groups
  • Corporate Employee Financial Education —

Online Financial Client Questionnaire

Interested in learning more? Take our free Online Questionnaire

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Have Questions?

Click on the Contact Us button, and let the professionals at JT Stratford show you how you can reach your financial goals.

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