Sterling Financial Advisors

More Info

Helping to Create a Secure and Comfortable Life in Retirement.

General Info

Sterling Financial Advisors Orange County Financial Advisors with thousands of satisfied clients who trust us since 1981. The secret of our client's success and our longevity is simple. It's all about you! Our approach to retirement is all about problem-solving and helping individuals achieve the peace of mind and quality of life they desire in retirement. During our first meeting, one of our main objectives is to help you define and clarify you goals that you may have for your retirement as you move forward. Questions we ask all of our clients are • What do you want out of retirement? • What do you want your retirement assets to do for you and your loved ones? • How much income will you need to live the kind of life you desire? • How much risk do you want to take with your investments? We have found that many of the goals for retirees are similar in nature, however we have also found that most people have specific hopes and dreams they want to achieve in their golden years. That is why it is critical to set up a customized Personal Retirement Income Plan (PRIP) designed specifically for you. We cover all aspects of financial advising including: * Retirement Income Planning * Asset Management * Income Tax Management * Estate & Legacy Planning Our Founder Dan Ohlwiler has been often referred to as "The IRA Professor" because of his understanding and knowledge of the ever-changing tax laws affecting distributions from IRAs, 401(K), 403(b) and other retirement plans. Using this knowledge he has helped his clients design customized retirement plans to meet each individual client's needs and goals. Taking a conservative approach in the planning process, We work hard to protect our clients' hard earned principal and we have enjoyed working with the great people over the years who have become part of the family of clients of Sterling Financial Advisors. Expertise, knowledge, return on investment and a conservative approach are just a few reasons why we have satisfied thousands of clients since 1981. Call Get A Complimentary Retirement Weather Report today at 949-859-8900!

Email

Principal/Owner

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (949) 202-5861

Services/Products

Financial Planning, Financial Planning consultants, Financial Services, Investment advisory services Investment Management, certified financial planner, financial planning, financial service

Brands

401(K), 403(b), Asset Management, Estate Planning, Financial Planner, Financial Planning Consultants, IRA, IRAs, IRAs 401(K), 403(b), Investment Advisory service, Orange County Financial Advisors, Retirement Income Planning, Sterling Financial Advisors, Tax Management, certified financial planner, financial planning, financial service

Payment method

debit, check, visa, discover, mastercard, all major credit cards, paypal

Location

Sterling Financial Advisors is located at 25950 Acero #310 in Mission Viejo California.

Amenities

Call to Get A Complimentary Retirement Weather Report at 949-859-8900 or click on our website to attend on of our local investment seminars athttp://www.sterlingfa.com/ . Reserve your seat today!

Accreditation

National Ethics Bureau,

Licensed Securities Broker

Licensed Insurance Broker

Other Link

Are you looking for a financial advisor in Orange County California that specializes in retirement planning? Call Sterling Financial Advisors today!

Other Emails

Client Servicing

Receptionist/Scheduling

Assistant Advisor/Director of Marketing

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives

Reviews

Details

Phone: (949) 859-8900

Address: 25950 Acero, Mission Viejo, CA 92691

Website: Are you looking for a financial advisor in Orange County California that specializes in retirement planning? Call Sterling Financial Advisors today!