Planning For Tomorrow With Protection Needs Today
At Sterling Wealth Strategies, we help successful families and business owners develop creative and integrated solutions that address their financial concerns. We know that your business, personal, and insurance needs affect one another, so we emphasize coordinating every element of your financial picture into a cohesive plan that emphasizes risk management and protection planning. The result? A comprehensive plan custom designed for you and your needs.
Through our alliance with Penn Mutual Life Insurance Company, its broker-dealer Hornor, Townsend, and Kent, Inc., and various other carriers, we offer a wide array of financial products and services and we aspire to bring you the best products, services, and financial solutions so you can continue to take advantage of all of life’s possibilities.
We are committed to helping you pursue your financial goals of accumulating and preserving your wealth. Your financial security will always be our number one priority.
Contact us today to start working with our team of trusted advisors.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
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