STRATVIEW WEALTH MANAGEMENT

Happy Thanksgiving, everyone. Let’s all fill up on love and gratitude. And then ask for seconds. Family, friends, the pets we adore—we have so much to be grateful for. What will you be giving thanks for this #Thanksgiving

Your legacy is about more than just transferring wealth. It’s about helping your heirs carry on what’s important to you. Follow these steps and reach out to me to get started. www.stratviewwealth.com #financialplanning #legacyplanning #estateplanning #wealthmanagement

We're all about helping our clients make their money work for them. Let’s chat about how we can create an effective tax strategy to keep as much cash as you can in your wallet. www.stratviewwealth.com

You can take comfort knowing you have a plan to help cover the costs of long-term care, should you need them. Let’s create a well-defined plan that gives you peace of mind and helps you cover the cost of any long term care needs that may arise. www.stratviewwealth.com

For their patriotism and their service, for giving us something worth protecting today and a tomorrow worth planning for, we are deeply grateful for those who’ve served—and those who supported them. #VeteransDay

STRATVIEW STRIVE 5/5 Wealth strategies for early career and strong trajectory professionals. Insights curated by Charlie Bugg- Associate Private Wealth Advisor 5 Financial Planning Questions to Ask Yourself as an Early Career Professional As an early career professional, striving toward your ever-evolving career goals also means proactively developing a strategic approach to achieving your financial goals. At Stratview, we use hindsight from years of working with established clients to guide our foresight in building blueprints tailored to expanding financial success and increasingly complex life situations. Our team is uniquely positioned to build highly customized and tax efficient planning solutions for young professionals and future industry leaders. A Stratview Strive blueprint starts with a solid, steadfast foundation and tailored savings strategy for your personal and financial goals. 5. Have you spoken with a Wealth Management Professional who can assist you in building a blueprint to capitalize on your expanding success? A competent wealth management professional will guide you through all these questions and more. Positive outcomes begin with proactive action mixed with smart, reliable, and proven advice geared towards attainable goals. It is never too early to make a highly customized, strategic, and goal-oriented financial plan. As important as laying out your entire suite of goals and implementing strategy to achieve them is updating and monitoring those over time. Systematic reviews to keep yourself accountable and tweak your plan are critical. Enlisting the help of an accomplished wealth management team is a large step in your financial journey. Combining a knowledgeable, trustworthy, and proven team with your expanding life and financial complexity is an important commitment that will empower you to achieve great things. WWW.STRATVIEWWEALTH.COM

STRATVIEW STRIVE 4/5 Wealth strategies for early career and strong trajectory professionals. Insights curated by Charlie Bugg- Associate Private Wealth Advisor 5 Financial Planning Questions to Ask Yourself as an Early Career Professional As an early career professional, striving toward your ever-evolving career goals also means proactively developing a strategic approach to achieving your financial goals. At Stratview, we use hindsight from years of working with established clients to guide our foresight in building blueprints tailored to expanding financial success and increasingly complex life situations. Our team is uniquely positioned to build highly customized and tax efficient planning solutions for young professionals and future industry leaders. A Stratview Strive blueprint starts with a solid, steadfast foundation and tailored savings strategy for your personal and financial goals. 4. Have you taken the time to think deeply about your life and career goals? We advise our young clients to flesh out their goals and choose priorities. ? Have you developed near term, mid-term, and long-term life and financial goals? ? When do you wish to buy a home? o How are you going to fund the down payment? How will the purchase impact your other goals? o Have you adequately built your credit? Have you avoided accruing bad debt? o Have you spoken with a Mortgage Loan Officer or Real Estate Agent? ? When do you want to retire? With what level of assets? Why?

STRATVIEW STRIVE 3/5 Wealth strategies for early career and strong trajectory professionals. Insights curated by Charlie Bugg- Associate Private Wealth Advisor 5 Financial Planning Questions to Ask Yourself as an Early Career Professional As an early career professional, striving toward your ever-evolving career goals also means proactively developing a strategic approach to achieving your financial goals. At Stratview, we use hindsight from years of working with established clients to guide our foresight in building blueprints tailored to expanding financial success and increasingly complex life situations. Our team is uniquely positioned to build highly customized and tax efficient planning solutions for young professionals and future industry leaders. A Stratview Strive blueprint starts with a solid, steadfast foundation and tailored savings strategy for your personal and financial goals. 3. Does your investment strategy align with your goals and time horizons? A diverse collection of goals requires diversified and purposeful investment strategies. One single investment strategy is rarely an all-purpose match for all your many life goals. Matching your asset allocation and investment vehicle to your time horizon is a cornerstone of financial planning. We strategize with our clients to be incredibly tax and time efficient. We plan for retirement with every client. Long term retirement planning & investing have 4 key ingredients: ? Time and Compounding returns ? Tax-efficient and optimized account structure(s) ? Proper asset allocation ? Systematic contributions

STRATVIEW STRIVE 2/5 Wealth strategies for early career and strong trajectory professionals. Insights curated by Charlie Bugg- Associate Private Wealth Advisor 5 Financial Planning Questions to Ask Yourself as an Early Career Professional As an early career professional, striving toward your ever-evolving career goals also means proactively developing a strategic approach to achieving your financial goals. At Stratview, we use hindsight from years of working with established clients to guide our foresight in building blueprints tailored to expanding financial success and increasingly complex life situations. Our team is uniquely positioned to build highly customized and tax efficient planning solutions for young professionals and future industry leaders. A Stratview Strive blueprint starts with a solid, steadfast foundation and tailored savings strategy for your personal and financial goals. 2. Have you developed structured savings strategies to meet goal timelines? Oftentimes there may be a better way to prepare for these life goals than many assume. Short- and medium-term goal planning for young professionals and early career individuals often requires complex savings strategies that solve common goals such as: ? Saving for a down payment for a home ? Building and maintaining your emergency fund ? Protecting your family through Life and Disability Insurance ? Saving for future education expenses

STRATVIEW STRIVE- 1/5 Wealth strategies for early career and strong trajectory professionals. Insights curated by Charlie Bugg- Associate Private Wealth Advisor 5 Financial Planning Questions to Ask Yourself as an Early Career Professional As an early career professional, striving toward your ever-evolving career goals also means proactively developing a strategic approach to achieving your financial goals. At Stratview, we use hindsight from years of working with established clients to guide our foresight in building blueprints tailored to expanding financial success and increasingly complex life situations. Our team is uniquely positioned to build highly customized and tax efficient planning solutions for young professionals and future industry leaders. A Stratview Strive blueprint starts with a solid, steadfast foundation and tailored savings strategy for your personal and financial goals. 1. Are you making the most out of your valuable employer benefits? With time on your side, maximizing your employer benefits pays dividends down the road. Ask yourself: ? Have you elected the proper group insurance benefits to meet your needs? Are you fully protected from risks such as disability or death? ? Are you contributing to your retirement plan? Are you contributing enough? Are you electing to contribute the proper account type for your specific goals and situation? Are you able to contribute to an HSA? ? Do you have your preferred beneficiaries listed on your investment accounts and Group Life Insurance?