Jake has spent the last seven years applying Eric Stratton’s approach and vision to help clients secure their retirement through annuities and insurance products.
He brings passion — and compassion — to each retiree he works with. Thoroughly listening to uncover all client concerns and goals, Jake applies those insights to create a plan that addresses them all in the best way possible.
When he isn’t helping retirees with their strategies, Jake applies his interest in technology and B.S. 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 son.
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.