Strata Financial Group, LLC

05/28/2026

Sound financial decisions start with the right guidance. Our team combines strategic planning with specialized tax knowledge to help you move forward with confidence. Connect with us today! https://www.stratafinancial.com/contact

05/27/2026

What’s moving the markets this week? Find out in the new Weekly Market Commentary—your source for timely financial insights. 🔗 https://www.stratafinancial.com/weekly-market-commentary

05/25/2026

Today we honor the brave men and women who gave their lives in service to our country. Our office and the markets are closed in observance of Memorial Day and will reopen tomorrow.

05/22/2026

Learn how understanding your business finances helps you make more money through smarter pricing, better decisions and stronger profit margins.

Learn how understanding your business finances helps you make more money through smarter pricing, better decisions and stronger profit margins.

05/20/2026

Curious about what’s driving the markets? Weekly Market Commentary breaks it down for you.
✅ Get the insights you need to make informed decisions. https://www.stratafinancial.com/weekly-market-commentary

05/18/2026

Many small business owners assume retirement planning is limited or overly complex—but that’s not the case. There are retirement plans specifically designed for entrepreneurs, partners, and self‑employed professionals that allow you to save strategically while aligning with your business structure and goals.
From maximizing contributions to creating future income flexibility, the right retirement plan can be a powerful part of both your financial and business strategy.

05/15/2026

$1.46 million: That’s the latest “magic number” indicating the amount of money people need to accumulate for a comfortable retirement, according to the 2026 Planning and Progress study recently released by Northwestern Mutual. Is that the number you should use to decide whether you can afford to retire?

Replace magic with the hard work it takes to analyze your needs and resources in retirement.

05/13/2026

ATTN Clients:

Beginning May 23, when you log in to Account View for the first time, you will be guided through a brief, one-time update process.

As part of this, you’ll be asked to review and accept updated Terms & Conditions in order to continue accessing your account.

If you have any questions or need assistance, please don’t hesitate to reach out to our team.

05/13/2026

Markets move fast—are you keeping up? Check out this week’s Market Commentary for the latest trends and analysis.
📈 Your guide to smarter investing starts here: https://www.stratafinancial.com/weekly-market-commentary

05/12/2026

You’ve worked hard to build your business—now it’s time to plan for its future. Here's our Business Succession Planning Checklist to help owners create a smooth transition, protect their legacy, and prepare the next generation for success.
A little planning today can make a big impact tomorrow.

05/10/2026

Today, we’re celebrating the moms and mother figures who shape our lives in countless ways—through love, guidance, encouragement, and steady support. 💐 Happy Mother’s Day!