# Stirling Capital

> Financial advisors in Oregon, Ohio and Toledo area providing retirement planning, investment management, and financial planning since 2006\.

Generated by Yoast SEO v27.3, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Risk Management](https://www.stirlingcapital.org/services/insurance-planning-risk-management/)
- [Retirement Planning](https://www.stirlingcapital.org/services/retirement-planning/)
- [Investment Management](https://www.stirlingcapital.org/services/investment-management-guidance/)
- [Estate Planning](https://www.stirlingcapital.org/services/estate-planning/)
- [Company Retirement Plans](https://www.stirlingcapital.org/services/401k-plans-small-business/)

## Posts
- [Claiming Your Pension: Getting It Right the First Time](https://www.stirlingcapital.org/claiming-your-pension-strategies-energy-workers/): You’ve spent decades powering America’s energy and now it’s time to make sure your pension powers your future just as effectively\. For refinery and energy sector employees, deciding when and how to claim your pension isn’t just about picking a date, but about understanding complex options that can shape your entire retirement\.  
- [The Business Owner's Exit Roadmap: Succession and Sale Strategies That Protect Your Wealth](https://www.stirlingcapital.org/business-owner-exit-planning/): Business owner exit planning is more than a sale price\. Compare internal vs\. third\-party sales, ESOPs, and tax\-efficient structures before you exit\.
- [Beyond the Will: Building an Estate Plan That Protects Your Family and Your Legacy](https://www.stirlingcapital.org/estate-planning-beyond-a-will/): Estate planning beyond a will: see how trusts, beneficiary designations, powers of attorney, and healthcare directives work together to protect your family\. 
- [Nathan Boyer Featured in Advisor Perspectives](https://www.stirlingcapital.org/nathan-boyer-advisor-perspectives/): Nathan Boyer was recently featured in Advisor Perspectives, a leading national publication for financial advisors, writing about why integrated tax and retirement planning matters so much for hardworking savers\.
- [The Pension Lump Sum vs Annuity Decision: A Refinery Worker's Guide to Getting It Right](https://www.stirlingcapital.org/pension-lump-sum-vs-annuity/): Pension lump sum vs annuity is one of the biggest decisions refinery workers face\. Weigh survivor benefits, tax impact, and trade\-offs before you choose\.

## Team Members
- [Peter Nunley, CFA](https://www.stirlingcapital.org/team/peter-nunley/): Director of Asset Management
- [Aaron Gilman, CFA, CFP](https://www.stirlingcapital.org/team/aaron-gilman/): Chief Investment Officer
- [Nathan Boyer, EA](https://www.stirlingcapital.org/team/nathan-boyer/): Vice President
- [Stacie LaFaso](https://www.stirlingcapital.org/team/stacie-lafaso/): Operations Manager
- [Dustin Alexander, NQPC™](https://www.stirlingcapital.org/team/dustin-alexander/): President and Founder

## Optional
- [Sitemap index](https://www.stirlingcapital.org/sitemap_index.xml)