Individual Services

We design investment portfolios using the same methodologies that large institutions employ to manage portfolios worth billions. Our objective is to provide sound, strategic guidance to help clients pursue both long- and short-term financial goals while proactively managing the multiple levels of risk inherent in investing.

We offer comprehensive asset management for individuals, businesses, trusts, estates, and institutions. Our process is goal-driven and disciplined:

• Goal Identification: We work with clients to define specific investment objectives.
• Risk Assessment: We evaluate each client’s risk tolerance and potential exposures.
• Strategic Recommendations: Based on your goals and risk profile, we propose suitable investment options.
• Ongoing Monitoring: Portfolios are actively managed and performance is regularly reviewed against client objectives.

Our approach goes beyond traditional investment basics. We consider the ultimate purpose of each client’s funds to recommend appropriate long-term allocations. By identifying all relevant investment risks and their potential impact, we ensure strategies are designed to meet objectives while carefully managing risk.

With Sterling Financial Group, LLC every investment decision is purposeful, personalized, and aligned with your financial vision.

Retirement planning remains the greatest concern for most clients, and is the basis for most financial plans. We blueprint a plan for retirement that is goals based, and individualized for each client. We go beyond the basics of saving and investing and review the important issues relating to retirement; including asset accumulation and management, income management, and effects of taxation and risk to retirement security.

We assist clients with estate planning strategies that help identify and meet their personal wishes for the transfer of wealth between generations. In today’s world of financial and tax uncertainty, we help strategize appropriately for today, and flexible enough to adapt to tomorrow's changing landscape. Forward-looking clients embrace the idea of creating a wealth management plan that can have a meaningful impact for generations.

Through our needs based approach, we structure assets and insurance programs, including life, disability, medical and long term care insurance, to minimize the risk of significant financial loss or hardship. We work with many different carriers to customize the most appropriate plan for our clients needs.

With college costs escalating, a college degree still has significant economic value and is a must in many families. We help clients develop plans to cover the cost of higher education in a sound manner, evaluating all relevant tax and planning options.