INVESTMENTS

The right investment approach is unique to each client’s background and goals. We build your Retirement Portfolio to match your unique Risk Profile.  


 

RETIREMENT

We serve retirement clients as a licensed fiduciary. Because Retirement means having the right amount of Income, we focus on structuring your Retirement for your needs today and in the years to come.
 

LIFE INSURANCE

Being prepared for life’s final chapter is the cornerstone of building a successful financial footing for your family.  We have years of experience developing life insurance coverage that includes basic structures to complex life insurance strategies.

MEDICARE

Medicare coverage is the primary introduction for many of our client relationships.  Our simple process shows you the best choices for your individual Medicare profile and then provides you with ongoing agent support in the years that follow.

To be successful with any financial plan, we first need to understand where you are in preparation for Retirement.  Assembling your Retirement statements and documenting your monthly income requirements is where we begin.

With the necessary information in hand, Sterling Wealth Management will develop a Retirement Strategy that reflects your Income Goals and Risk Profile.  

Upon acceptance the proposed Retirement Strategy, Sterling Wealth Management will provide ongoing support and oversight after successful implementation.