The NEXT piece — to your peace of mind

What's your Next?

Your financial outlook is constantly evolving, whether it's by windfalls — a new job, a raise, a new home; or by crisis — divorce, bankruptcy, death; or common milestones — marriage, parenthood, retirement. With life's many twists and turns, do you know your Next?

And are you ready for it?

Do you have a plan for your Next? How about the unexpected? Do you know how to move to your Next, achieve your Next, or understand the benefits of your Next? We'll focus on your financial well-being, evolving goals, and lifestyle to prepare you for what's Next — before it even arises.

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MOVING YOU FORWARD — TOGETHER

StratWealth's unique NexitStrategySM includes our Professional Integration stage where we work hand-in-hand with your estate planner, insurance provider and accounting professional to identify any gaps in your financial security map. Imagine having a unified strategy to synchronize every facet of your asset management and ensure your protection — that’s peace of mind

Team Highlight

Amanda N. Campbell CFP®, CDFA, AAMS®, AIF® Director of Financial Planning

Joining StratWealth in July of 2010, Amanda currently serves as the Director of Financial Planning. In July of 2013, she was conferred with the CFP® designation by the Certified Financial Planner Board of Standards…

 

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