Services - Sterling Total Wealth Solutions

Experienced Professionals

Our advisors have advanced credentials, including the Certified Financial Planner^™ certification and the Certified Public Accountant designation. The rigorous training involved in these credentials results in higher quality plans that properly align your tax and financial objectives.

Fiduciary Standard

As fee-based advisors, we always work in the clients’ best interest, putting your needs ahead of our own. We believe this is how financial advice should be delivered and work diligently to reduce any conflicts of interest that may arise.

Independent Advice

We are not employees – we are independent business owners. As such, we are not limited to a small list of proprietary products or have sales quotas to meet. We have aligned ourselves with Cambridge Investment Research, Inc., an independent broker-dealer, to provide us the support and resources we need to run our business effectively.

Coordination

We can work closely with your existing professionals, including your attorney, CPA, insurance agent, and banker, to ensure that any strategy we suggest pairs well with your overall financial life.

Can I afford to retire at age 62?

How will Medicare and Social Security affect my retirement?

Will I have enough money to send my children to college?

Can I build that second home on the lake?

What if I need long-term care?

These are the questions the majority of people often ask. The fundamental approach to our services is the creation of a custom-built financial plan based upon your individualized goals and dreams. It is this blueprint that becomes the roadmap for our relationship moving forward. We engage our clients in a relationship that is built on knowing them personally so that we can help guide them along their financial journey

Want to tune out the noise around you and put together a roadmap that gives you a customized plan for achieving your goals today and tomorrow? Watch this brief video then click on the link below to schedule your complimentary consultation.

Schedule your initial consultation

Contact Us

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sterling Total Wealth Solutions are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, LA, MA, MI, NV, NJ, NY, OH, OK,, OR, PA, SC, TX, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Total Wealth Solutions makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Sterling Total Wealth Solutions