Kent Mosher
Financial Advisor / Founding Partner at Stratos Wealth Partners
- Role
- Financial Advisor and Founding Partner at STRATOS
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Kent Mosher
Do you wonder if you have “loose ends” in your financial affairs? I give my clients a…
Experience
Financial Advisor and Founding Partner
Feb 2009 — Present · Beachwood, OH, US
Kent\'s Financial Planning practice specializes in helping the owners of closely held businesses and successful professionals strive to optimize their investment strategies, plan for retirement, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren. Kent’s Financial Planning work consists of analyzing his clients’ assets, paying close attention to three areas: the accumulation, the conservation, and the ultimate distribution of those assets. He has the ability to bring creative strategies to complex situations and to provide clients with a financial blueprint which seeks to give them a greater probability of meeting their financial objectives.
Education
Taylor University
BA
1978 — 1982
Xavier University
MBA
1984 — 1986
Skills
- 401k Plans, Simple Ira, and Sep Planning
- Retirement
- Irrevocable Life Insurance Trusts
- Roth Ira Conversions
- Stress Testing Retirement Planning
- Wealth
- Investment Risk/Reward Analysis
- Securities
- Wealth Management
- Series 7
- Portfolio Management
- Key Man Life Insurance
- Mutual Funds
- Intentionally Defective Trusts
- Grantor Retained Annuity Trust
- Family Limited Partnerships
- Life Insurance Analysis
- Holistic Financial Planning
- Risk Management
- Investment Planning
- Ira Rollovers
- Disability Insurance Review
- Leveraged Charitable Giving
- Asset Protection Strategies
- Insurance
- Wealth Preservation Planning
- Tax Efficient Investing
- Retirement Planning
- Business
- Tax
- Estate Preservation
- Investments
- Estate Planning
- Stock Options Analysis
- Legacy Planning
- Employee Benefits
- Self-Cancelling Installment Notes
- Alternative Minimum Tax Planning
- Investment Review
- Long Term Care Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.