Enriching a Teen with a Roth IRA
Teenagers with part-time or seasonal jobs earn some spending money while gaining valuable work experience. They also have the chance to contribute to a Roth IRA — a tax-advantaged account…
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We take the time to understand what you want out of life – for yourself and for your family. Then we employ an approach combined with the latest technology to optimize your results, navigate the market, and help you get there.
PLAN
Build a Financial Plan
We take the time to understand what you want out of life – for yourself and for your family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help you to achieve your financial goals.
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Create a Diverse Portfolio
We have years of experience collaborating with clients like you. We believe your financial information should be organized, up-to-date, easy to understand and accessible whenever you want, from wherever you are.
Meet Our TeamMANAGE
Personal Wealth Management
We understand that unexpected events and life changes can impact your dreams. We help you monitor and track your progress and adjust your financial plans along the way. As your financial advocate, your success is our success. After all, if it can be written we can write it!
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Compliance number: #LK-09252015
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Triad Advisors, LLC Firm CRS available here.
Strickland Financial Group, LLC – Texas Insurance Agency License #1690838
Securities offered through Triad Advisors, LLC. Member FINRA / SIPC. 5155 Peachtree Pkwy., Ste. 3220, Norcross, GA 30092 | 800-720-4003 Advisory services offered through S&S Wealth Management, LP. A Registered Investment Advisor. Main Branch Office/RIA Address: 2505 N. Hwy 360, Suite 490, Grand Prairie, TX 75050 | 817-276-8090 / 888-258-8258. Second Branch Office: 800 E. Border St., Ste. 200, Arlington, TX 76010 | 817-461-4412 / 877-615-7526. Strickland Financial Group and S&S Wealth Management are not affiliated with Triad Advisors.
We have individuals licensed to offer securities in the states of Texas, Oklahoma and Nebraska. This is not an offer to sell securities in any other state or jurisdiction.
Total Wealth Alliance members and their firms are separate entities from Strickland Financial Group and are not affiliated with Triad Advisors or S&S Wealth Management.
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