Proudly Serving Jacksonville's Retirees Since 2001

From it's inception in 2001, Magdalein & Stratton has built a strong, stable foundation of over 600 satisfied clients in Jacksonville, Florida.

Magdalein & Stratton specializes in Retirement Strategies, Wealth Preservation and IRA Exit Strategies, all designed to secure your income and protect your retirement from excessive taxation and inflation.

Register for an Event

See our upcoming Open Houses and Client Appreciation Events, and register to attend the event of your choice.

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Schedule a Free Consultation

A free, one-to-one consultation is the best way to determine how we can help with your retirement.

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Roth Conversion
Plan

We've created a plan to help offset the taxes when you convert your IRA. Read how it may be a good idea for you.

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At Magdalein & Stratton, we work with you to implement a strategy that meets all of your financial goals for retirement, income, and legacy plans. Together with our team of professionals, our primary focus is to custom design individual strategies that meet your family's goals, making sure all of your plans come together in one well thought-out package.

"We stop the money from dictating your lifestyle, and instead create a financial strategy based around the retirement lifestyle you've envisioned."

On our website you'll find a wealth of information in the form of newsletter articles, links, and research reports. Magdalein & Stratton created this site to help you gain a better understanding of the financial concepts behind our strategies. We hope you take advantage of this resource and visit us often.

Be sure to add our site to your list of "favorites" in your internet browser; we frequently update our information and we wouldn't want you to miss any developments. Also, sign up for our email newsletter, where we send out regular economic updates and invitations to client events! Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Join us at one of our upcoming events or feel free to call today for a free consultation. We look forward to working with you!