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.

Team Highlight

Shaun M. Eddy CFP®, MSFA, AIF® Partner

Shaun is a Partner at StratWealth, with experience as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and past Chairman of…

 

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Financial Insight

Add Up The Pluses And Minuses Of A Living Trust

The basic premise is relatively simple: You establish a living trust, transfer assets to it, and name a trustee to handle its administration....

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Financial Planning

With life’s many phases, milestones and windfalls, do you know the answer to the question “What’s Your Next?” We start the financial planning process by asking you that question, followed by, “Are You Ready For It?” When you partner with one of StratWealth’s Certified Financial Planners™...

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INTRODUCING YOUR NexitStrategySM

With the StratWealthTM team alongside you on your financial path to your Next, you will quickly come to realize that we view wealth management as an individualized and holistic process. We’ll work with you to secure your financial future and help you achieve your Next by managing your personal, financial, business and family goals.

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