YOUR DREAMS MATTER
The Sterling Planning Process starts with a Discovery Meeting. Here we develop an understanding of what client expectations are regarding income, risks and reserve. This Discovery Meeting is a no-pressure discussion to see if we are a right fit for each other. If we feel that Sterling Wealth Management can add value to the client, then we schedule a second meeting called Strategy Design. From there, we will next have an Implementation Meeting to put the plan in place.
We understand goals change and life happens, so we regularly meet to review clients’ goals throughout our long-term relationship, holding three- and six-month check-ins during our first year working together, followed by annual reviews.
OUR SERVICES
Your Partner for Your Retirement Years
Investment Planning
Manage your wealth with a strategic investment plan.
Sterling Wealth Management will design tailored portfolios that balance growth, risk, and liquidity, leveraging tax-managed accounts and diversified investments to support both short-term needs and long-term financial independence.
Plan your futureEstate Planning
Safeguard your legacy with a strategic estate plan.
As a Financial Advisor, Kyle works with legal experts to establish trusts, wills, and powers of attorney, guiding tax-managed asset distribution and long-term security for your family.
Secure Your LegacyTax Planning
Reduce tax burdens with proactive investment-related tax strategies.
Opportunities are created by Kyle to optimize medical professionals’ deductions, credits, and tax-deferred opportunities.
Leverage Tax StrategiesInsurance Planning
Protect your income and family with customized coverage.
Kyle assesses life, disability, and liability insurance needs to provide comprehensive protection without unnecessary costs.
Insurance what is importantIncome Planning
Stability for your financial future.
At Sterling Wealth Management, Kyle creates income plans that account for irregular earnings, student debt, and retirement goals, integrating pensions, Social Security, and investments for a seamless transition from practice to retirement.
Plan for StabilityMedicare Planning
We’ll help you plan for healthcare costs and any medical expenses that may arise during your retirement.
Together, we’ll develop a comprehensive healthcare strategy tailored to your needs, so you have the resources to cover potential medical expenses without compromising your financial stability.
Healthy & Happy
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