Services - Sterling Retirement Group

Financial services that work together.

Check the background of your investment professional on

Retirement & Financial Planning

A real plan based on your life that we manage together, over time. We look at the full picture and build a plan that reflects where you actually are.

Portfolio Review & Investment Management

Investment decisions based on your goals and your tax situation. The goal is to make sure your money is working in a way that supports your broader financial strategy.

Ongoing Wealth Management

We help you build a retirement income strategy that accounts for Social Security timing, distribution sequencing, tax implications, and healthcare costs. The goal is a plan where your income, your investments, and your withdrawals all work together

Insurance & Risk Management

Insurance should protect what matters. We review your current coverage across life, disability, and long-term care to find gaps and eliminate overlap. Every recommendation is tailored to your situation and integrated with the rest of your financial strategy.

Additional Services

Dental Plans
Vision Plans
401(K), 403(B), Pension, and Profit Sharing
Cafeteria Plans – Section 125
Disability Programs (STD &LTD)
Insured and Self-Funded Health Plans

Consumer-Driven Plans (Health Savings Accounts, Health Reimbursement Accounts)
Group Life Insurance
AD&D
Voluntary Benefits
Employee Assistance Programs
Long-Term Care

Check the background of your investment professional on

Schedule a Complimentary Consultation

No pressure. Just clarity. Get answers specific to your situation and walk away with a clear plan.