Stratus Financial Partners

Is your life insurance policy among the 88% that won’t deliver when it’s needed? It’s shocking and almost inconceivable. Too often, policyholders find out the coverage they were expecting is simply not there. Our Stratus Policy Assessment(SM) eliminates the confusion. It provides clarity and certainty in a simple, user-friendly format that is easy to understand. How we are Different: We are part of the 1% of licensed insurance brokers to achieve the distinction of CA Licensed Policy Analysts. Independent Life Insurance Review We do not work for any one insurance company. We work for our clients. That means scouring the marketplace for the best products and strategies for our client’s insurance and wealth protection needs. Our clients can feel confident that when we recommend a service or product it has been thoroughly vetted. Comprehensive Families and businesses are complex just like the financial concerns that surround them. Having advisors that can communicate effectively and work together on a properly integrated plan is essential to helping our clients reach their goals. Partners more than describes our business, it defines the way we approach other advisors- as part of a team dedicated to each client. To achieve this synergy we approach financial strategies with these priorities: ALWAYS putting the client first Encouraging open communication and honest dialogue Providing independent advice focused strictly on our client's goals Giving clients the information needed to make well-informed decisions Gaining strength through our partnership culture Being committed to education, learning and growing