FiduciaryFit Strategy
Our exclusive eight-stage financial planning process for success.
StratWealth believes that part of the American dream is that every person should have the opportunity to save for retirement – and that business owners who empower their companies to save will benefit. Our mission of Serving Others to Make Lives Better starts with a vision to help business owners and their employees accomplish this dream by establishing a compliant 401(k) or qualified retirement plan..
StratWealth has developed our FiduciaryFit Strategy which is a documented and repeatable process for benchmarking, launching and maintaining your workplace retirement plan. StratWealth further demonstrates our confidence in the process by signing on as a co-fiduciary to your plan. This removes many of the barriers typically associated with establishing a 401k and allows the business owner and their employees to focus on what truly matters: their financial future.
- Consistent advisor support
- Ongoing fiduciary training & updates
- Annual reevaluation of FiduciaryFitPlan strategies for success
- Ongoing advisor service
- Access to resources
- Participant coaching revisited & documented
- FiduciaryFit Plan execution
- Provider support & takeover
- Establish foundation for future success
- Document plan compliance
- Coordination of all plan providers
- Make decisions together in plan's best interest
- Simplify everything for you
- Understand your plan and your goals
- Create clarity
- Gather essentials for assessment
F
- Encompassing assessment
- Compliant approach
- Non-proprietary recommendations
- You feel in control, supported, and have Peace of Mind
- Keeping your retirement plan "alive"
- Adapting with regulatory change and fiduciary best practices
- Staying on course with plan goals
NEXIT STRATEGY
NexitStrategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success.
NEXT CHAPTER STRATEGY
Serving others through divorce means reintroducing financial security and confidence pre-, during, and post-divorce.
STRATEGIC PARTNERING
The StratWealth Strategic Partner Program is about building a business with purpose that is greater than it is today.
FiduciaryFit Strategy
Our exclusive eight-stage financial planning process for success.
NexitStrategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success. The process never ends because life changes are constant. Every person will be impacted by tax changes, career events, health issues, interest rates, or market movements. Planning is perpetual, and our process provides a consistent approach to review each of life’s changes along the way.
This is our laying-the-groundwork stage. Building trust and confidence with you is fundamental to developing a successful plan. In this stage, we ask questions; we listen. And then we highlight how we can advocate for your best interests.
- Understand your plan and your goals
- Create clarity
- Gather essentials for assessment
- Encompassing assessment
- Compliant approach
- Non-proprietary recommendations
- You feel in control, supported, and have Peace of Mind
- FiduciaryFit Plan execution
- Provider support & takeover
- Establish foundation for future success
- Document plan compliance
- Consistent advisor support
- Ongoing fiduciary training & updates
- Annual reevaluation of FiduciaryFitPlan strategies for success
- Ongoing advisor service
- Access to resources
- Participant coaching revisited & documented
- Coordination of all plan providers
- Make decisions together in plan’s best interest
- Simplify everything for you
- Keeping your retirement plan “alive”
- Adapting with regulatory change and fiduciary best practices
- Staying on course with plan goals
NEXIT STRATEGY
NexitStrategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success.
NEXT CHAPTER STRATEGY
Serving others through divorce means reintroducing financial security and confidence pre-, during, and post-divorce.
STRATEGIC PARTNERING
The StratWealth Strategic Partner Program is about building a business with purpose that is greater than it is today.
The STRATWEALTH ® Team
CFP®, CDFA™, AIF®
Senior Advisor
CFP®, AIF®
Partner
CPFA®, RPSM®, AIF®
Chief Operating Officer
Chief Executive Officer
Why Choose STRATWEALTH ®
StratWealth’s primary mission is to Serve Others to Make Lives Better.
To do that, we nurture a genuine culture where everybody matters, every day.