FINANCIAL SERVICES
Thoughtful Strategies for YOUR Retirement
Our Process
The Sterling R.I.G.H.T Process™ creates a full-circle foundation for financial planning. Each element is key in building a bridge to your ultimate retirement vision. From the very beginning, we’re listening. As you guide us through your story and financial goals, our process will help us bridge the gap between your working years and your retirement.
Our Services
We offer retirement products and services in these areas to help you achieve your retirement goals:
PRESERVATION (SAFETY)
- Checking & Savings
- Money Market
- CDs
- Risk Mitigation
- Estate Planning
INCOME
- Supplemental Security Income
- Pensions
- Annuities
- Roth Conversions
- Required Minimum Distributions
(RMDs)
GROWTH
- Stocks & Bonds
- ETFs
- Indexed Funds
- Wealth Management
- Investments
- IRA / 401(k) Rollovers
- Inflation Protection
We Can Also Refer You to One of Our Strategic Partners for
Additional Support in the Following Areas:
Estate Planning
Advance Directives
Legacy Planning
Wills, Trusts & Probate
Charitable Giving
Tax Planning
Insurance products are offered through the insurance business Sterling Bridge Financial. Sterling Bridge Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Sterling Bridge Financial are not subject to Investment Advisor requirements. AEWM and Sterling Bridge Financial are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Sterling Bridge Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.