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Updated: An Evening with Brian Bloom
09/2014
We had a wonderful evening with guest speaker Brian Bloom! Mr. Bloom shared his insight on some topics very relevant to retirees,...
Stratton & Company on the air — our segment on WJCT
07/2014
This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...
Stratton & Company on the air — our segment on WJCT
07/2014
This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...
Your Anniversary Program: Looking at the Big Picture
05/2014
Now that 2014 is in full swing, many of you have experienced our new anniversary program. This new process gives us an...
Lifetime Planning Considerations
11/2013
(Part II of Integrating your Legal Plan with your Financial and Retirement Strategies)
Integrating your Legal Plan with your Financial and Retirement Strategies
10/2013
by Grady H. Williams, Jr., LL.M., Attorney
Clients often have a wide variety of financial and retirement assets. But what about...