Our Planning Process

We can provide a spectrum of recommendations based on your goals. From basic investment guidance to asset management, we will collaborate to assess your needs and customize an approach that works for you.
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As a team, we analyze each investor’s individual financial situation realizing that not one single investment philosophy is correct for everyone. We begin our working relationship with a comprehensive meeting, where we explore the potential investor’s current financial status, life cycle stage, portfolio and goals. A customized portfolio review is prepared for the client after joining Stirling Wealth Management. Reviewing, evaluating and assessment of a client’s portfolio can be expected throughout the affiliation with the group. Stirling Wealth Management is able to put into place investment products and services that will satisfy the investor’s financial goals, due to our experience and contacts in financial services.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.