We Live in an Age of Uncertainty and Change!
Are You Prepared for the Unexpected?
More and more, Americans are experiencing significant anxiety and frustration about the stability of their financial health today and for the future.
Life Planning considers all aspects of a Client’s financial security needs for today as well as when these needs evolve into the future. Each custom Life Plan incorporates 21st century solutions to protect you financially today and preserve your tomorrows.
Are you living on a perpetual financial treadmill?
Will your money that you have tucked away in your portfolio always be available?
Might you be called upon to help your parents financially as they age?
Do you know with certainty that you will be able to retire on your terms?
Are you financially prepared for the time when a medical event strikes your family?
Are you in a position to help fund post-high school education?
COMPREHENSIVE PLANNING IS THE CORNERSTONE FOR ACHIEVING A STRESS-FREE LIFESTYLE
Each person and each family have their own lifestyle desires and agenda for their life.
For individuals who are just starting their career path, the emphasis is more likely to be focused on near-term goals such as travel, paying down school debt, safe investments, building relationships, and career.
For those who have children (e.g., married couples and single parents), the emphasis may be more focused on home ownership, developing and nurturing the family unit, managing debt, education, and vacations.
In each stage of life, needs, priorities, the life agenda changes accordingly.
Unfortunately, just having an agenda is not enough – It must be supported by an action-focused support program that manages the risks and those escalating things that can disrupt the goals.
MAXIMIZING AND EXTENDING PENSION BENEFITS
CREATING WEALTH SAFELY WITH NO MARKET RISK
HAVING DISCRETIONARY ASSETS TO HELP MY CHILDREN (COLLEGE, START IN LIFE)
PROVIDING RESOURCES TO HELP AGING PARENTS WITHOUT JEOPARDIZING MY FAMILY'S FUTURE
FINANCIAL FREEDOM FOR A SECURE LIFETIME
Sterling Secure helps Clients to develop their Secure Life Plan GPS.
College funding has always been the nemesis for financial planning. Without a proper college planning strategy, the daunting costs can, and often do, crush the best designed financial plan - It’s more than the savings for college and loans – It’s extremely complex!
Colleges are a businesses first! Most applicants truly don’t understand the dynamics of the multi-layered systems that they encounter. As such, better than 60% of the annual applicants pay more than they have to attend US higher learning educational institutions.
Sterling Secure enlists the services of our sister company College Funding of America to help parents navigate the impediments so that they can Get into College, Not Debt! By providing a GPS road map, counseling & mentoring, and comprehensive strategy for the entire college experience, students find the right school at the right price with a minimum of follow-on student debt. With CFA, college funding is no longer a roadblock or nemesis.