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Retirement Planning

Tailored Strategies for a Fulfilling Retirement

Everyone has a unique vision of what retirement life looks like, and at The Valletta Group, we consider it our job to help you bring that vision to life. Whether you’re dreaming of traveling the world, slowing down in your current profession, or giving back to causes that matter most, we’re here to guide you in creating a personalized, flexible retirement plan.

Your Future, Your Way

Retirement Means Something Different to Everyone

Retirement isn’t just the end of a career; it’s the beginning of a new chapter filled with choices, opportunities, and the chance to discover a deeper sense of purpose. For some, retirement is a traditional step, typically happening around 60 or 65. For others, retirement might look different: they may choose to reduce hours or phase into a slower pace rather than stop working altogether.

We start by understanding what retirement means to you. Your retirement goals are as individual as you are. It could be pursuing hobbies, volunteering, spending time with family, or becoming involved in philanthropy. For those who have saved enough to retire comfortably, it’s about how to transition from a steady paycheck to using your assets to generate income for the rest of your life.

Painting the Picture of Your Future

The first step in our process is to paint the picture of your retirement. Our goal is to help you answer these questions and understand the financial implications of your choices so that you feel ready and confident for what’s to come.

We’ll ask you the big questions:

  • What do you truly want to do with your time?
  • What does your ideal retirement look like?
  • What will it cost to make that vision a reality?

Turning Your Assets Into Income

One of the biggest challenges in retirement is turning your assets into income that supports the lifestyle you want. That’s why at our firm, we help you create a strategy that generates consistent income from your savings, so you can focus on enjoying the things that matter most. We’ll help you understand how to make the most of your investments, pensions, Social Security, and other sources of income to create a steady flow of funds all throughout retirement.

We’re Here to Listen, Guide, and Adapt

We believe the most successful retirement plans start with listening. We ask the right questions, understand your goals, and develop a strategy tailored to your needs. But we don’t stop there. Life changes, and so will your financial plan. That’s why we stay with you, continuously adapting your plan as your circumstances evolve, so you never have to face retirement unprepared.

Our Promise

Let’s Build Your Vision of Retirement Together

Retirement should be the reward for all your hard work—a time to enjoy life, pursue passions, and create lasting memories. Our personalized, flexible retirement plans give you the confidence to embrace the next phase of life, knowing your financial future is in good hands.

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Ready to Plan for the Retirement You Deserve?

Contact us today to schedule a consultation and start building your custom retirement plan with The Valletta Group. Let’s make your retirement dreams come true.

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Securities offered through LPL Financial, member of 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 registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor DBA The Valletta Group. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com].

The Valletta Group offers its financial services through Stratos Wealth Partners, Ltd., (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”) located in Beachwood, Ohio. The Valletta Group operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s web site on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).

Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos’ web site, to release and hold harmless Stratos, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.