Life Planning with Wealth Managers
Stratford Financial Planning provides tailored wealth management, planning, and advisory solutions to high-net-worth families and business owners.
Our focus is on long-term solutions, tax efficiency, and your legacy.
Our Values
To plan is to assist you in creating and growing your financial wealth and personal well-being with respect and understanding.
Investing requires discipline, calm, and patience to avoid traps, biases, and influences. We manage risk and seek value through long-term performance.
Our services, which include wealth management, tax, planning, and advice, aim to deliver an unmatched experience through your partnership. We offer a transparent and straightforward fee structure.
Our fee-for-service or second opinion planning service is designed to help individuals or businesses review and gain insight from their past experiences and set new goals for the future.
We offer ideas to help you overcome hurdles and align your financial goals with your life. We prepare reports summarizing and evaluating your financial position and prepare action plans to move you forward.
Our tax service effectively increases your disposable income, especially in retirement, by minimizing your tax bill. Tax planning is the perfect way to arrange your affairs efficiently, ensuring you pay the minimum amount of tax.
