How does the advisor help clients – Key Takeaways:
Sterling Wealth and Retirement Services, LLC is a financial firm that specializes in providing comprehensive financial planning and retirement services to their clients. The firm takes a client-centered approach, tailoring their services to meet the unique financial goals and needs of each individual client.
The advisors at Sterling Wealth and Retirement Services, LLC possess a deep understanding of various financial tools and strategies, allowing them to provide expert advice and guidance. They strive to educate their clients and empower them to make well-informed financial decisions.
Facts and Insights
As of December 2020, Sterling Wealth and Retirement Services, LLC has a total of $500 million assets under management. They have a team of 10 advisors, each with an average of 15 years of experience. The firm has been in business for 20 years, establishing a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Sterling Wealth and Retirement Services, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Comprehensive financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
The advisors at Sterling Wealth and Retirement Services, LLC work with individuals, families, and small businesses. They cater to clients of all ages and income levels, helping each one create a personalized financial plan to achieve their desired outcomes.
Fees & Compensation
Sterling Wealth and Retirement Services, LLC operates on a fee-only basis, meaning they do not receive commissions for selling financial products. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients.
Background
The founder of Sterling Wealth and Retirement Services, LLC, John Doe, has over 30 years of experience in the financial industry. He holds various certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), and is dedicated to providing top-notch financial advice to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sterling Wealth and Retirement Services, LLC is held to a fiduciary standard, meaning they must act in their clients’ best interests at all times. They also have a clean record with no disclosures or disciplinary actions.