Wealth Management Planning
We approach Wealth Management Planning from two perspectives with considerable overlap between them.
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.
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 is the basic tool to guide our advisors as we start your comprehensive financial plan.
Please bring copies of all investment account statements, company pensions, company savings plans, college savings plans, insurance policies, tax returns, wills, etc.
Questionnaires can be faxed 704.845.0721 or emailed securely. We will send you a secure email link for you to attach questionnaires. If you have any questions while completing these questionnaires, please call us at 704.845.0720.
Thank you for taking the time to complete our Client Questionnaires!