Who We Work With

It’s important for our potential clients to get a feel for us and be selective in who they choose to work with, just as it is important for us to be selective in who we take on as clients. The reason we are selective in deciding who we work with, is that there must be good rapport, a match in our client needs with what we specialize in, mutual honesty and trust, as well as everyone involved must be fully committed to the process. This is a relationship that will usually last decades and involve multiple family members as well as span generations so a good foundation is required from the start.

Here are some characteristics of some of our most common clients:-

Those who are near (typically 5 years or less) or at retirement who have worked hard to accumulate their assets and want to protect what they have.

Successful professionals that need to organize their financial world starting with setting-up a financial plan.

The business owner. We help them both individually and also with their corporate needs such as retirement plans, defined benefit plans, buy/sell agreements, group health plans, and 401ks.

The financial consultants of Sterling Financial Strategies are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Sterling Financial Strategies and LPL Financial are separate entities.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, KS, MD, MI, NV, NY, WA

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