Broker Check

Product Options

At Sterling Wealth Strategies we take pride in offering all insurance and investment options for our clients with the primary focus on customizing a plan that best fits them, their family and their business needs. Our Advisers and Registered Representatives have incurred extensive training and on-going continuing education in order to stay on top of market and industry trends by providing value for many years to come. The growth and protection of your nest egg and ultimately your legacy, is our PRIMARY purpose. We take pride in taking the lead for providing options that are compliant and ethical by standing for the recommendations shared relating to your retirement planning.


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance
  • Medicare Supplement Plans
  • Drug Prescription Plans
  • Critical Illness Benefit