We're pleased to introduce your Retirement Team at Stratton and Company, where we help people just like you live out their dream retirement beginning with the Financial Clarity Process.
Since 2001, we've helped hundreds of clients do just that. Our clients are living proof that you can enjoy a worry-free retirement - no matter what the markets, and life, may bring.
We want to do the same for you.
Sam Magdalein
Sam Magdalein is a Partner at Stratton & Company and an Investment Advisor Representative. Since 2001, Sam has worked with the team at Stratton & Co. to help hundreds of retirees protect their assets from market volatility and excessive taxes, and enjoy their retirement with less risk. Sam is a Jacksonville native and spends his free time with his wonderful wife, and two amazing kids, and he volunteers as the Associate Pastor of his local church.
If you're considering working with us, your first conversation will be with Sam. He'll listen closely to your goals, listen to your priorities, and explore whether our planning services may be a good fit for your retirement.
Eric Stratton
As the founder of Stratton and Company, with over two decades of experience working with retirees, Eric understands their concerns, needs and risks. He's spent his career perfecting the Retirement Clarity Process to help retirees reduce financial risks and enjoy their retirement to the fullest.
His unique approach helps retirees budget and plan for the things they've always wanted to do, as well as the potential risks that may keep them up at night. The result? A customized strategy for everything on their list, backed by secure income.
Jake Blair
Jake joined the team in 2015, and applies our approach and vision to help clients secure their retirement. He will work with you to help create, implement, and reviews your retirement strategy.
He brings passion - and compassion - to each retiree he works with. Thoroughly listening to review and update all client concerns and goals, Jake applies those insights to your retirement strategy.
As Mangaing Director, Jake applies his degree in Marketing and Psychology to streamline processes so we can operate more efficiently and better serve our clients.
Originally from Indianapolis, Jake enjoys hiking and spending time with his wife and sons.
General Information |
| Name of Broker/Dealer: | CREATIVEONE WEALTH, LLC |
| Number of Years with Current Firm: | 25 |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 1000 |
| Advisor's Number of Managed Clients: | 100 |
| Advisor's Number of Planning Clients: | 1000 |
| Assets Managed by Advisor: | $600M |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .97% |
Education |
| Master of Theology - Theology | Pensacola Bible Institute - Pensacola 1998-2002 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Stratton & Company provides investment advisory services, insurance and annuities, and tax forecasting, and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. By contacting us you may be offered a meeting to discuss how our services can meet your retirement needs. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company are unaffiliated entities. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Northeast Florida, and Nationwide |
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