discover confidence.

Discover Sterling Bridge Financial

We help deliver the planning you need to live comfortably in retirement.

DISCOVER
Imagine what your ideal retirement looks like and explore what’s important to you.
EVALUATE
Examine your current financial situation and determine your retirement income needs.
PLAN
Develop a custom strategy so you can take steps toward meeting your retirement goals.

Today's retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

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Are you paying too much in taxes in retirement? 

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including: 

• The different types of retirement accounts 

• Why tax laws are ever-changing

• Options for tax deductions in retirement

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

“Our team takes the time to get to know you personally, so we can provide strategies that meet your individual financial goals.”

Anthony Landi | Co-Founder and Financial Planner
Frank Diana | Co-Founder and Financial Planner