About Us

At Sterling Wealth Group, we offer the resources and flexibility to provide you with personalized financial planning. We accomplish this through our proprietary process we call our SWAN FORMula.

Financial planning is truly both fluid and dynamic, just like your life. We recognize that as your life unfolds your needs will evolve. We maintain a process that not only allows us to react and respond to critical financial and life events but assures that we can prepare for them.

We know events can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property, or proactively planning for your legacy. Our resources, experience and guidance take the many financial puzzle pieces of your financial plan and put them in place so that your picture of financial independence is clear.

During our initial meeting, we will discuss your financial and lifestyle goals, as well as what you can expect from our financial planning process. We will share information about me, my practice, our team, our proprietary process, and our value-added services.

No decisions will be made at our first meeting. The purpose is for each of us to determine whether there is a good fit for us to work together and to discover if we are well suited for one another. From there, each of us can step back to think about and review the meeting and explore if there is a reason to move forward together. Our experience has shown us that this is the foundation of a solid long-term relationship. The enclosed kit will provide you with a brief introduction to who we are.

We look forward to talking with you soon.