The foundation of building a successful financial plan, we can review your Employer Sponsored Plans, IRA's, 401k's, and other assets and investments to determine if you're on track to meet your planned target retirement income.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Stirling Capital can collaborate with qualified tax professionals.

We help to develop an appropriate asset allocation that best fits your personalized financial blueprint. Our planning process will help you to determine your asset allocation needs, as well as help you understand your risk tolerance. We will recommend investment vehicles to help you pursue and potentially exceed your goals. Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification.

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Coordinating with your tax and legal professionals. The use of trusts involves a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing such strategies.

We help small business owners develop strategies that provide present and future value to their company. By offering 401(k) or other retirement plan options, the owners can improve their employees’ future lives along with gaining significant tax advantages to their business.

We take a comprehensive view of your current life and disability insurance coverage to assure that it fits within your plan in order to mitigate risk. With rising healthcare expenses, we can also evaluate health and long-term care costs.