# 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 - [Planning Beyond Investments: Insurance and Long\-Term Wealth Protection](https://www.stirlingcapital.org/insurance-wealth-protection/): The right insurance for wealth protection does more than cover the unexpected\. Learn how smart coverage protects your income, assets, and retirement security\. - [Why Diversifying Business Owner Wealth Changes Everything About Your Exit](https://www.stirlingcapital.org/diversifying-business-owner-wealth/): That concentration works in your favor when things are going well, but it creates real exposure when they're not and can put you in a weak position when it's time to sell or transition\. The earlier you build assets outside the business, the more control you have over your exit, your retirement, and your financial future\. - [Claim With Confidence: Social Security Claiming Strategies](https://www.stirlingcapital.org/social-security-claiming-strategies/): Social Security is not just a monthly check\. It’s a high\-stakes financial maneuver\. In our latest blog, we explore why the timing of your claim is one of the most consequential decisions in your retirement plan\. - [How the OBBBA Impacts Retirement Planning Decisions](https://www.stirlingcapital.org/obbba-retirement-planning/): Most families know the One Big Beautiful Bill Act passed\. Far fewer know that several of its biggest retirement benefits disappear after 2028\. We break down what the OBBBA means for Social Security taxes, estate planning, 529 rules, and Medicaid, and where to focus before the clock runs out\. - [Dustin Alexander Interviewed for the Aligned Money Show](https://www.stirlingcapital.org/dustin-alexander-aligned-money-show-business-owner-planning/): Dustin Alexander, founder of Aligned Money, was recently featured on the Aligned Money Show discussing the unique financial challenges business owners face\. The conversation highlights the risks of concentrated wealth, the importance of contingency and succession planning, retaining key employees, and strategies to build long\-term financial security beyond the business\. ## 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)