top of page

FINANCIAL PLANNING

The Financial Planning Department 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.

 

AT-A-GLANCE

 

  • Create customized comprehensive financial and modular plans

  • Provide education on financial planning topics, software support, and guidance

  • Provide expertise on cash flow management, investment planning, asset protection, retirement planning, education planning, risk management and estate planning

  • Strive to help advisors maximize planning efficiencies within their practice while providing value added support

P Bennett-8.jpg

Pamela Bennett, CFP®

Financial Planner

Stratos Wealth Partners Logo - Orange Su

25201 Chagrin Boulevard, Suite 375 - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email: dpuruczky@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
  • Twitter

FORM CRS

 

Financial Form CRS

​

Check the background of your financial professional on FINRA's BrokerCheck.

​

Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

​

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

​

Privacy Policy

bottom of page