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/401(k) Rollovers

Preserve

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

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

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

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Explore your Medicare coverage options that makes sense for you.

No obligations. Just solutions.

 

As an independent financial services firm, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line. Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. Please see our Medicare Services Page to get more assistance!

 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 352.509.5388