Start Your
Financial Planning Journey
Ready to take the next step toward financial freedom?
Connect with Stirling Capital’s Toledo-based team of advisors to discuss your financial plan. During our initial consultation, we will discuss how personalized financial guidance can help you achieve your goals.
Frequently Asked Questions
About Working With Stirling Capital
Have questions before getting started? Here are answers to some of the most common questions we hear from prospective clients.
Who do you typically work with?
We specialize in helping hardworking individuals and families, energy and refinery employees, and small business owners who have built wealth through dedication and smart saving. Our ideal clients are typically ages 50-65 with over $500,000 in investable assets who value long-term relationships and want a trusted partner to help navigate their financial journey.
What financial services do you provide?
We offer retirement planning, investment management, tax planning, estate planning, and risk management. We’re also particularly experienced in helping with company retirement plans, 401(k) management, and the unique financial needs of energy and refinery workers. Our approach focuses on creating clear, personalized strategies that help your money work as hard as you do.
How do I know if Stirling Capital is right for me?
If you’re looking for a financial partner who takes the time to understand your goals, values honest communication, and wants to build a long-term relationship, we might be a great fit. We believe in making financial planning straightforward and accessible, and we’re committed to helping you feel confident about your financial future.
Ready to get started? Schedule your initial consultation today.
