– ABOUT US –
At Sterling Retirement Group, we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
HELP YOU AVOID COSTLY FINANCIAL MISTAKES
CUSTOMIZE A FINANCIAL STRATEGY TO MEET YOUR INDIVIDUAL NEEDS BASED ON YOUR LIFESTYLE
PROVIDE YOU WITH FINANCIAL EDUCATION AND GUIDANCE TO HELP YOU MEET YOUR OBJECTIVES
MAKE ALL INFORMATION EASY-TO-FOLLOW, IN REAL WORDS YOU CAN UNDERSTAND
As a diversified financial services firm with a team of associates and administrative staff, we pledge to provide distinctive quality and unparalleled client service. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
We have individuals licensed to sell insurance products in:
We have individuals registered to offer securities in:
“We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.”
– Gary Frontiera, domiciled in California, CA Insurance License. #0f63303
WE HAVE AN OBJECTIVE APPROACH TO PROBLEM SOLVING
Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step educational process to help you solve your financial problems:
ANALYZE YOUR CURRENT AND FUTURE FINANCIAL NEEDS BY ADDRESSING THE FOLLOWING TOPICS:
- Risk Management
- Retirement Planning
- College Planning
- Investment Planning
- Estate Planning
- Employer and Executive Benefit Planning
IDENTIFY, CLARIFY, AND PRIORITIZE FINANCIAL AS WELL AS PERSONAL GOALS AND OBJECTIVES
Develop a realistic, comprehensive course of action to help meet your goals by addressing financial weaknesses and building on financial strengths.
Determine your risk profile.
COORDINATE THE IMPLEMENTATION OF YOUR PLAN USING THE FINANCIAL TOOLS MOST APPROPRIATE FOR YOUR SITUATION
We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident.
E-money Wealth Management System is an easy to use, web based financial planning system designed to keep you up-to-date and organized while tracking your financial progress.
MONITOR YOUR FINANCIAL PROGRESS WITH REGULAR SCHEDULED PERIODIC REVIEWS
Our company’s success is partly due to our customer service. We believe regular periodic reviews will help ensure you stay on course. Our team approach with our clients ensures that your financial plan will evolve with your changing lifestyle.