We have a talented and hard-working team that helps us to maintain relationships with you that are proactive; calls are returned in a timely manner, and issues are followed up on.
We do not give "cookie-cutter" advice. The Stirling Capital Planning Process takes a snapshot of your current situation, and identifies future goals so that we can put a dynamic plan in place and implement what needs to be done in order to pursue those goals. Planning is critical so that we know exactly what we are trying to achieve.
Things change with time. Objectives and current situations do not remain static. We are able to help guide you to keep you and your plan on track, make changes and adjustments as necessary, and continue to focus on the long term rather than the never-ending short term distractions.
We strive to continue to do what is best for you, whether through our fiduciary capacities with regard to your investments, our interactions with your attorneys and accountants, or simply the advice that we give on a regular basis.
Schedule a commitment free introductory meeting.