LIVE YOUR LIFE
Your values and goals support your life’s purpose. As your advocate and fiduciary, we serve your interests first above all else.
At Sterling Retirement Resources, we can help connect your money to your personal goals and values while providing the flexibility to create a plan that fits your best interests.
CHOOSE YOUR INTEREST
1. Retirement Planning
Are you ready? We can help you prioritize retirement goals and timing to pursue your dreams, even as plans change.
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2. Paycheck Planning
We can help you efficiently utilize your retirement savings and other income sources to create a retirement income plan that works for you.
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3. Investment Planning
Our impartial eye and rules-based investing strategies help take the emotion out of investing, offering more flexibility for your unique plan.
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4. Risk Management
Are you protected if the worst happens? We have the resources and strategic partners to help you manage potential life or business risks.
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5. Tax Planning
We keep our eyes on taxes in everything we do. We’ll work with your tax professional to build a customized tax planning strategy.
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6. Estate Planning
We can help translate estate planning language and connect you to legal professionals for plans that protect your assets and match your needs.
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7. Social Security
As part of your retirement planning, we will help you understand the system and choose a personalized filing strategy.
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8. Elder Care
We have resources to help you navigate the complexities of long-term care, Medicare or senior housing for you or a loved one.
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9. Strategic Partnerships
We welcome the opportunity to make referrals to our deep network of skilled professionals. When you need a resource, think of us first!
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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.
