My Easy Plan

 At JT Stratford, we have a more collaborative style of client relationship.  

With “My Easy Plan,” JT Stratford’s digital financial panning solution, you will always be one click away from your personalized financial plan.  It only takes a few minutes to add accounts, such bank accounts, credit cards, brokerage accounts, insurance policies, and even real estate. 

With “My Easy Plan,” you will be able to establish goals and gain a better understanding of your overall financial picture.

 

 

Click on the icon below to learn more about the many benefits of using My Easy Plan.

Financial Planning

Financial planning incorporates lifetime cash flow analysis, investment planning, tax planning, risk management, and estate planning elements, among other components.

At JT Stratford, we work with you to construct a financial plan customized to fit your goals and needs based on your return objectives, risk tolerance, and investment constraints, such upcoming purchases such as a house or college or philanthropy giving.

Further, JT Stratford offers personal insurance policies for individuals, such as life, long term care, disability and Medicare eligible products.

Click on the icon below to learn more about our Financial Planning process.

Investments

At JT Stratford, unlike other major financial institutions, we do not have an “investment policy” that all clients must somehow fit into.  We supply the sound intellectual framework, emotional discipline and analytical tools to manage your assets to achieve your financial objectives.  

We believe that we best serve our clients’ interest by adhering to a well-disciplined, long term investment program that focuses on after-tax returns and steady capital growth.  Such a program, by definition, does not attempt to maximize short-term performance, which would entail much great risk, but rather attempts to optimize long-term performance.

Click on the icon below to learn more about Our Investments.

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