How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one size fits all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your unique financial goals.

Sterling Financial provides objective, impartial advice based on client need, value for money, and fitness for purpose. Always accessible, we're passionate about what we do and aim to form life-long relationships with our clients. We believe that relationship is key to your future security and prosperity.

Financial Anaylsis

Click this link to get a free financial anyalsis emailed to you that we can use to customize your portfolio for your goals.

Free Financial Anaylsis

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.

Risk Tolerance Questionnaire

The Client Questionnaire

The Client Questionnaire is the basic tool to guide our advisors as we start your comprehensive financial plan.

Client Questionnaire

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.

CONTACT US

At Sterling Financial Group we provide assistance in the following areas:

Fee Based Financial Planning

This is usually accomplished at the start of the relationship and it is a process that includes providing you with a comprehensive financial analysis that is tailored towards your goals. We will address all the areas of financial planning that affect you and your family which may include: Current Financial Position and Net Worth, Risk Management, College Planning, Additional Goal Setting, Asset Allocation and Risk Alignment, Tax Planning review, Estate Planning review, Small Business Planning, and Retirement Planning. We use the comprehensive analysis as a guide to getting closer to Financial Balance and Independence.

Wealth Management

The wealth management services offered at Sterling Financial Group starts with obtaining comprehensive details of our clients’ whole financial scenario. We provide asset management options that are established to align with your goals.

Education Planning

Planning and saving for a child’s college education funding is one of the bigger investments many will make over the course of their lifetime. We can help you evaluate your options as you financially plan for college, while also staying on track for other goals such as saving for retirement.