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Sterling Investment Management, Inc.

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Sterling Investment Management, Inc.

Overview:

Beaverton Fee-Only Financial Planner, Sterling Investment Management, Inc. provides independent, investment advisory services to assist you retirement planning. It all begins with a plan. Whether you are saving for the vacation of a lifetime, providing for your children’s education, or planning for retirement, a sound financial plan will help you realize your goals.
National Association of Personal Financial Advisors

Our Fee-Only advisory firm our recommendations are untainted by any type of compensation or commissions received from the providers of financial products such as investment funds and/or insurance companies.

Sterling Investment Management, Inc. prides itself on identifying and implementing strategies to help you achieve your personal goals. Each client is given the highest level of personalized service to ensure that every financial plan is best suited to the client’s individual needs today and in the future.

Sterling Investment Management, Inc. can help you reach your goals by providing services that include:

   Fee-Only Financial Planning
   Retirement Planning Strategies
   Investment Counseling and Ongoing Investment Management
   Income Tax Planning and Preparation

Our mission is simple: To provide timely, unbiased financial advice to individuals or families that are ready to take proactive steps toward planning for the future. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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