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Services

Financial Planning

We work together with our clients to identify the different Financial Goals they want to plan for:​​

  • Retirement Planning

  • Investment Planning

  • Educational Planning

  • Legacy Planning

  • Insurance Planning

  • Investment Tax Efficiency

  • And other Financial Planning

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We work with the client to draw the roadmap for each of their goals. Retirement and financial planning can become simple with our guidance and ability to create a map of the way toward financial freedom.
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Wealth Management​
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By staying current on market dynamics and interest rate environment, we are making investment decisions that are aligned with each of our client’s financial goals, liquidity needs, and risk tolerance while being as tax-friendly as possible. The main guidelines are to Grow and Preserve capital and provide supplemental income when our clients need it.

 
Risk Management

Our risk management process is centered around:
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  • Liquidity and cash flow needs

  • Financial obligations

  • Their savings rate & pattern

  • Time-to-goal commencement

  • Interest rate environment

  • Market dynamics

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Those are the primary considerations in determining portfolio allocations. Regular reviews of this process and making the appropriate changes, when warranted, assist us in maintaining a transparent analysis of risk management.
 
 
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Insurance Need Assessment

Ensuring the continuity of financial goals related to dependents if/when the breadwinner passes may be accounted for in part by Insurance products.  This is something we assess, and in certain cases, consider in our solution design.

Asset allocation does not ensure a profit or protect against a loss.

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FORM CRS

 

Financial Form CRS www.lpl.com/crs

Stratos Wealth Partners CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Privacy Policy

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Accessibility Statement

Samer Headshot

Samer Hilal

440-991-1134 (text, direct & fax)

866-553-9882 x1134 (Office)

shilal@stratoswp.com

Address

3750 Park East Drive, Suite 200
Beachwood, OH 44122

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