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Our Process

Step 1 : Planning                      _____________________________________________________

Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

 

Step 2: Prioritizing                     ____________________________________________________

After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

 

Step 3: Performing____________________________________________________________

Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all of our efforts are coordinated

 

Neither Sterling Financial Group, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

 

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