BUILD YOUR LIFE
Among the biggest risks coming between people and their goals is lack of options and not knowing the right questions to ask. This uncertainty can lead to costly mistakes.
Your financial world has many moving parts with many possible answers. What is important is helping you ask the right questions. With that knowledge, we provide flexibility to help you build a great life.
CHOOSE YOUR INTEREST
1. Managing Cash
How much should I save, and where should I save it? How can I be strategic about taxes? Do I need a budget?
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2. Investment Strategy
How should I organize my investments? What is a good short-term and long-term strategy for me?
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3. Major Purchases
How much home can I afford? How should I pay for it? What about college planning for my kids?
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4. Managing Risk
Do I have enough insurance? Which employer benefits should I enroll in? How should I manage stock options?
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5. Estate Planning
Do I need a will? What about a trust, power of attorney or health care directive? Who do I work with to set them up?
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6. Business Planning
Can I afford to start a business? Can I expand the business I have? Should I consider an employee retirement plan?
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As your life becomes more complex, Sterling Retirement Resources will grow with you. Our advisors will suggest additional services and strategic partners as needed.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
