Since 1992
Sterling Financial has been serving businesses and families with attention to detail and customized, personal financial planning with caring relationships that can only exist in a specialized firm.
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Wealth Management Planning
We approach Wealth Management Planning from two perspectives with considerable overlap between them.
The Risk Tolerance Questionnaire
The Risk Tolerance Questionnaire will guide our advisors in designing the most appropriate portfolio for you based upon your objectives, time horizon, and risk tolerance.
The Client Questionnaire
The Client Questionnaire is the basic tool to guide our advisors as we start your comprehensive financial plan.
Let's Talk
If you have any questions while completing these questionnaires, please call us at 704-845-0720. Questionnaires can be faxed 704-845-0721 or emailed securely. We will send you a secure email link for you to attach questionnaires.
