Customized Financial Planning
The Stratos is committed to being a valuable resource to assist in advisors’ growth and development for their individual financial planning practice. The planning department is available to create customized comprehensive financial plans, modular plans, provide education on financial planning topics, software support and guidance.
We provide customized comprehensive financial plans for advisors’ clients in the areas of cash flow management, investment planning, asset protection, retirement planning, education planning, risk management and estate planning through our Flat Fee Financial Planning Program as well as our Hourly Consulting Program.
The comprehensive financial planning process begins after we receive the necessary documentation regarding your client’s current situation and financial planning goals. Discovery and identification of issues will be identified as well as opportunities and a course of correction through a personalized executive summary that is created with each customized financial plan.
We utilize premier financial planning software which offers account aggregation, modular and comprehensive financial planning, client website and an online facility that helps keep track of valuable documents. In addition to the planning capabilities, the software also provides practice management services that allows advisors to monitor their clients’ financial situation in real time, track changes in assets/networks, and prepare annual reviews and set alerts and alarms for specific items.
The combination of Stratos Financial Planning Department and the robust planning software we utilize will provide you with the resources and tools to build a successful financial planning practice. We strive to help advisors maximize planning efficiencies within their practice while providing value added support.
DIRECTOR OF FINANCIAL PLANNING
Rachelle Kovacs has been with Stratos since its inception and as Director of Financial Planning she is responsible for the management of the financial planning programs offered through SWP and the development of customized financial plans that Stratos builds on their clients’ behalf. She holds her CERTIFIED FINANCIAL PLANNER™ designation, as well as her Series 7 registration through LPL Financial, the Series 66 registration through LPL Financial and Stratos Wealth Partners, and life and health registrations.
Rachelle brings over 15 years of industry experience to her role, having previously held a multitude of roles with reputable financial services organizations throughout the Cleveland area. Prior to joining Stratos, Rachelle was a Financial Planner with UBS Financial Services in Cleveland, Ohio. Previous to that, Rachelle spent four years affiliated with Sagemark Consulting, a division of Lincoln Financial Network. During her tenure she held roles directly related to the analysis, review and compilation of financial plans for a wide spectrum of clientele including business owners, professionals and multi-generational families.
In her spare time, Rachelle enjoys spending time with her family, children and dog, sporting activities, boating and photography.