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Sterling Retirement Resources, Inc.

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Sterling Retirement Resources, Inc.

Overview:

At Sterling Retirement Resources, we know that your wealth affects what you care about most. We are here to help you make informed financial decisions during life’s important moments. Whether it’s retirement, a job change, divorce, death of a spouse, or selling your business, we are here to help you manage your financial resources through every situation that life brings.
The Services We Provide

Steven C. Finkelstein CFPAt Sterling Retirement Resources, wealth planning isn’t a one-time task. Rather, it is a process. Wealth planning involves many areas of your life—your personal goals and dreams—as well as the details of your financial life. All are reasons to take great care in choosing a financial planner you trust and feel comfortable with.

At Sterling, we provide a complete suite of services to help bridge the gap between where you are now financially and where you want to be. We take care of even the smallest of details, so you can focus on enjoying the life that you’ve worked so hard to build.

Our wealth planning services include:

   Retirement Planning

   Investing

   Estate Planning

   Insurance Analysis

   Strategic Tax Planning

   College Funding

How We Are Compensated

To ensure that we are able to provide the highest level of advice, counsel, and service to our clients, our compensation is fee-based and is not based on commissions or transaction fees. This allows us to always put our clients’ interests first. The fees we receive can be paid to us in two ways:

   Consultation fees for the advice we provide.

   Advisory fees represented as a percentage of the assets under management.

All of the fees we receive are fully transparent and reported to you on an ongoing basis.

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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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