Financial Services

Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

YOUR DREAMS MATTER


The Sterling Planning Process starts with a Discovery Meeting. Here we develop an understanding of what client expectations are regarding income, risks and reserve. This Discovery Meeting is a no-pressure discussion to see if we are a right fit for each other. If we feel that Sterling Wealth Management can add value to the client, then we schedule a second meeting called Strategy Design. From there, we will next have an Implementation Meeting to put the plan in place.

We understand goals change and life happens, so we regularly meet to review clients’ goals throughout our long-term relationship, holding three- and six-month check-ins during our first year working together, followed by annual reviews.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
 

HOW?

  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA Rollovers

Provide

Preserve the assets that can help you live the retirement you’ve always imagined.

HOW?

  • Asset Preservation Strategies
  • Life Insurance
  • Tax Management Strategies
  • Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.
 

HOW?

  • IRA Legacy Planning
  • Charitable Giving
  • Estate Planning
  • Tax Planning