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what we do

Financial Planning

At JT Stratford, we work with you to construct a financial plan customized to meet your needs, goals and take control of your financial life. Our advisors listen, educate and help you make decisions based on your objectives. Having a financial plan in place can provide peace of mind and allow you to focus on a better return on life.

Financial Planning Services:

  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Insurance Planning
  • Tax Planning

Tax Planning

Taxation is complex and personal. You work hard for your income and JT Stratford believes you should preserve as much for your family as tax laws allow. Tax laws are increasingly complicated and it takes a team of professionals like JT Stratford to plan ahead to minimize your tax burden today and tomorrow. Our team is prepared to guide you through ever-changing tax codes and regulations.

Our firm simplifies tax planning so you can focus on what you do best. All individual’s tax circumstances are unique and therefore we customize our plan to each individual’s situation and goals. We listen intently, analyze carefully, and advise accurately providing solutions to properly manage your tax liabilities. Our team is prepared to help you with your plans today, so tomorrow has no surprises.

Tax Planning Services:

  • General Tax Planning
  • Income Tax Minimization Strategies
  • Analysis of Investments and Insurance
  • Estate and Gift Analysis
  • Education and Charitable Giving Planning
  • Retirement Planning

Wealth Management

At JT Stratford, unlike other major financial institutions, we do not have an “investment policy” that all clients must somehow fit into. Our goal is to provide the sound intellectual framework, emotional discipline and analytical tools to manage your assets to achieve your financial objectives.

We believe that we best serve our clients’ interest by adhering to a well-disciplined, long term investment program that focuses on steady growth.

Wealth Management Services:

  • Wealth Preservation Strategies
  • Portfolio Design
  • Asset Allocation
  • Multi-Generational Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.