Just starting out?   We'll arm you with the information you need to create a financial plan tailored just for you.  Instead of fitting you into a pre-defined category, Stratus factors in your personal goals, concerns, and risk level to create a plan as unique as you.   We help make your money work for you now, while also saving for the future you want.  Some of the financial planning features we provide:

* Asset allocation review

Retirement plan review

*  Shorter term cash flow analysis

Educational planning

* Term/whole life insurance discussion