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We focus on helping you reach your goals by building a customized financial plan. Together we can expand your investments into a foundation of wealth and sustainability.
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"We are an independent dealer with innovative ideas and we are committed to service excellence."
Investment discipline. Money is an emotional issue, and perhaps the single greatest benefit to using a financial advisor is their independent, impartial advice.
Experience. Imagine what it's like to spend your day working with clients, and talking with them about their financial situations. Over time, advisors develop a base of experience that enables them to steer clients through various life stages and business cycles. Whether it's saving for retirement or a child's university years; whether you're starting a business or dissolving one - your advisor can help.
Balancing risk and reward. Advisors add value in many ways that do not show up in client portfolio statements. For example, they can prevent clients from taking on undue risk or point out the clients' self-destructive investment habits. The flip side of controlling risk is ensuring that clients do take some risks so they are positioned to participate in good opportunities, particularly in equities.
The value of time. An advisor enables busy people to focus on their careers and families.
Tax efficiency. Advisors can help clients maximize their investment returns by keeping them abreast of tax rules and learning about tax-efficient products .
Consolidated information. Advisors consolidate massive amounts of financial information to help investors stick to the basics (such as diversification) and watch the details (such as avoiding overlap in fund holdings).
Referrals. An advisor can put you in touch with other financial services providers, such as tax and estate specialists.
Over the years we have assembled an experienced team of professionals to assist our advisors in implementing proper business practices and in growing a more profitable and sustainable business. We want to further energize their entrepreneurial spirit by providing you a platform they can excel on.
Secondly, our Sterling Self-Directed and Nominee plans allow access to top mutual fund companies while minimizing paperwork for both clients and advisors at a fraction of the cost compared to traditional self-directed plan providers.
Our "Fee For Service Program" allow our advisors and their clients to take advantage of varying mutual fund share classes with lower MER's while allowing clients possible tax advantages that are associated with fee based plans.
Financial plans are made using strategies and advice specifically tailored to your needs. By working closely with you, your Sterling advisor will aim towards achieving your financial dreams.
Financial planning is a dynamic process that is as unique as you are. By taking into account your needs, objectives and personal and financial circumstances, your Sterling advisor can help create a customized financial plan that can assist you in optimizing your personal financial situation - now and in the future.
Many people equate financial planning with how well their investment portfolio is performing. In reality, however, your investments make up only a portion of a comprehensive financial plan.
Your financial plan is a blueprint and a reflection of your investment perspective and attitude towards risk and reward. It outlines how you want your money to be invested and can help guide you through turbulent economic situations and markets.
For many people, their investments have a major influence on how they live their lives today and in retirement.
Your Sterling advisor can help create a customized financial plan that will provide you with confidence and peace of mind. Your plan may include:
Depending on your situation, your Sterling advisor may need to collaborate with other important professionals such as your accountant or lawyer to effectively implement advanced financial planning strategies. By using the combined expertise of an outstanding group of professionals, your Sterling advisor can investigate the applicability of these solutions to your position and formulate an action plan.