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About You

At The Sterling Insurance & Financial Group, our mission is to help you crystallize your vision and develop a wealth management plan to help you pursue your dreams and goals. Through the Collaborative Wealth Management process, we bring a unique combination of financial expertise, planning experience, and the ability to listen --really listen -- and focus on your dreams.

When you become a client, we'll give you our all. Whether you need help managing your money for the greatest good now … or would like our assistance unearthing your vision of the legacy you want to create … we'll stand by you, providing the insights and expertise you need to strive for your heart's core desires.

We are committed to helping you pursue wealth, wisdom, and well-being.

Clients

The Sterling Insurance & Financial Group specializes in helping people like you – successful business owners, executives, and high net worth families – realize their financial dreams. And we encourage you to dream big.

Families with significant net worth and income face daunting challenges from the nation's income and estate tax systems. Growing your estate throughout your lifetime and passing it to your desired beneficiaries in a manner of your choosing, all with a minimum of taxation and administrative headaches, requires advanced planning and regular maintenance.

With our many years of experience in assisting families, we are here for you, your children and grandchildren as needed. Your estate can be designed to benefit you and multiple generations of your descendants, as well as meet your philanthropic goals if adequately planned and professionally designed.

We leverage the strengths of our collaborative partners and professional entities in the design, implementation, and maintenance of your financial plans and/or wealth designs.

You will benefit from our services through:

  • Writing an Investment Policy Statement that quantifies and describes the parameters, goals, and objectives of your investment portfolio
  • Regularly evaluating and maintaining your life, disability, medical, and long term care insurance coverage and ensuring the issuing companies are performing as promised
  • Evaluating and planning your income tax liability and taking advantage of every deduction and strategy available and appropriate for your situation
  • Ensuring that your retirement income is on target and adequately adjusting for inflation throughout your life expectancy
  • Keeping your estate plan current and utilizing strategies that leverage more for you and your family than for the IRS

Philosophy

At The Sterling Insurance & Financial Group, we are committed to ensuring that our clients have what they need to be financially successful. This includes the financial strength to weather market ups and downs, as well as a thorough understanding of how wealth is made, protected, and distributed.

We seek to make a significant positive impact on your life by working closely with you and your other trusted advisors. We build long-lasting relationships with clients – getting to know the person, not just the portfolio – so that we can be proactive on your behalf. Our goal is to provide you with peace of mind about your financial life, helping you to work through any issues that arise.

It is our belief that you have the inherent wisdom to know what you want and how to achieve it. Our role, as we see it, is to help you bring that wisdom to light, applying our experience and financial expertise to ensure that you have all the resources you need to realize your objectives. While some firms claim to offer "comprehensive" wealth management, we take a slightly different approach. What we engage in is "collaborative" wealth management – with a personal touch