
What We Can Do For You
Everything about your life is unique, and for that reason we offer a variety of financial planning and investment services designed to help you achieve your short term and long term financial goals. Getting to know you, your family and your future dreams will allow us to put our expertise to work for you in the following areas:
INVESTMENT
SERVICES
- Securities
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
FINANCIAL PLANNING
SERVICES
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Financial Plans
- Life Insurance Plan Referrals
- Long Term Care Plan Referrals
REACH OUT TO US
YOUR FINANCIAL FREEDOM IS OUR MISSION

Office: 252-216-2009
Fax: 919-461-8080
2522 S Croatan Hwy, Suite 2E, Nags Head, NC 27959
Investment advice offered through Stratos Wealth Partners, Ltd., a SEC registered investment advisor.