The Sterling Difference

 

 

Philosophy

Balance is the ability to continually recognize and juggle the multidimensional tasks and opportunities of life.  By helping you plan for the future and prepare for the unexpected, Sterling Wealth Management Group strives to bring balance to your life.  In our role as financial advisors, we help you enjoy life to the fullest today without forsaking tomorrow.

Strategy

Sterling Wealth designs strategies to help achieve a wide range of personal, family and business objectives:

  • Accumulate Wealth
  • Protect Income
  • Enjoy Retirement
  • Improve Cash Flow
  • Reduce Current Taxes
  • Plan a Legacy
  • Grow and Protect a Business
  • Plan for Transition or Succession

Each client strategy we create is unique.  Yours will reflect your goals, risk tolerance, investment time horizon, and other factors.  Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

 Process

When you decide to work with Sterling Wealth, we address your specific circumstances with our custom-fit process:

  • Vision Workshop - We evaluate your current situation, help you understand what is important about money, acknowledge your hopes and fears, identify objectives, and develop a clear vision for your future.
  • Discovery Session - We gather information necessary to understand your current plans, strategies, and financial resources.
  • Financial/Life Strategies Session - We develop and present a combination of strategies, products, and services designed to meet your objectives.
  • Financial Blueprint - We create a detailed plan to help you achieve your financial vision, and if you choose to move forward with this strategy, we help you to implement* it.
  • Sterling Wealth On-Call - We provide periodic reviews of your progress to help you stay on track toward your vision.  Importantly, you can access our team of CFP® practitioners and experienced staff throughout the year.

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.