As a Founding Partner with Stratos Wealth Partners, I specialize in assisting small business owners as they address their retirement and estate planning needs in the most tax efficient manner possible.I have over 21 years of experience in the financial services industry assisting my clients in every aspect of their financial lives. I have founded my financial practice on the basis of educating investors in the fundamentals of successful wealth management. It is my belief that taking the time to help clients understand their options, areas they may be at risk, and how we plan to get them to their goals really makes all the difference. I advise my clients on growing their personal wealth as well as providing comprehensive corporate retirement plan services including negotiating 401(k) plan cost analysis and unbiased investment analysis for participants.At Stratos Wealth Partners our services include: • Investment Planning • Retirement & Fringe Benefit Planning • Estate Preservation & Distribution Planning • Business Succession Planning • Life and Health Insurance PlanningSecurities offered through LPL Financial member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, a Registered Investment Advisor and is a seperate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Sam Lupica may only discuss and/or transact business with residents of the following states: AR, CA, CO, FL, GA, KS, LA, MA, MD, MO, NC, NM, OH, OK, OR, PA, TX, VA.
Listed skills include Estate Planning, Personal Finance, Pensions, Valuation, and 46 others.
